This week, Eric Fry, editor of Fry's Investment Report, shares insights from his experience with legendary publisher Jim Grant. He discusses his top-down investment strategy, focusing on industry leaders who have stumbled but still show promise. Eric dives into his investment horizon, the merits of long-dated options, and offers smart position sizing advice. He breaks down AI investment into builders, enablers, appliers, and survivors, emphasizing the latter for potential gains, highlighting stocks like Savers Value Village and Fevertree Mixers as strong contenders.
