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Netflix Sees Stronger Second Half
Bloomberg Businessweek
The Pros and Cons of Truest Financial
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This is the name that you're looking for companies that have company specific benefits from long-term structural tailwinds. The two big secular trends, one of which is just seeing increasing demand for global protein as you have a growing middle class. And then on the pet side, you're just seeing that as you correctly noted, pets are becoming increasingly important members of people's families. So talk to me about truest financial, another pick of yours. Why do you like it? Because we're obsessed with regional bank stories.
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