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5min chapter
TIP544: Life-Changing Returns in Cyclicals & Spinoffs
We Study Billionaires - The Investor’s Podcast Network
Investing in Commodities and Cyclical Stocks Is All About the Capital Cycle
Investing in Commodity and Cyclical Stocks is All About the Capital Cycle. Look for industries that are in major down cycles and starved for capital. Dottum likes to find individual companies that are selling at a huge discount to intrinsic value. He also shared his personal experience with investing in a commodity sector which he found really interesting.
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