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Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

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Tesla's Competitive Industry Dynamics

Genron: There are some real truths in that data set, right? That's an incredible amount of money that has gone out into producing that. And one of the things that's interesting is, if you looked in 2018-19 at the survey data, it's a really good brand. It has generally fared very, very well through that period.

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