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Belski the Bull
The Compound and Friends
The Three C's of Communication Services
Google is in the midst of its worst two-day return since March of 2020. It's a weird mix because you've got some of the highest tech firms and then like baby bells. So to me, there's two things. It's the quintessential barbell sector. And from a thematic perspective, it's the three C's of communication services: Carrying. Cash content and consolidation.
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