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Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468

The Meb Faber Show - Better Investing

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How Do You Think About Sentiment and Positioning?

"We really want to get a sense for strategy and vision. You know, their assessment of competitive landscape," he said. "It's such a huge part of my process because I may have done all this work, but it might be already in the price"

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