Curzio spam on leveraged income assetsNot sure what he talking about. Refers to Buffett, Icahn and Dalio. Could be Oxy preferred, Buffetts own stocks, Bank Stocks. Or something like Malones Companies where the spins off stuff. Anyway here’s the transcript:
https://secure.curzioresearch.com/income-bonanza-transcript/?utm_campaign=2007-CUI-Launch-TF&utm_medium=200731_cui_launch_mkt_ded_lias&utm_source=curzio&utm_term=ded
Any thoughts?
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Curzio is solid. He’s been on the hype train lately cuz he’s offering new products. His post Covid-19 crash picks are spot on in his base letter CRA, except for a few laggards. I don’t subscribe to his CVO letter, and I think this is an ad for that product
Well used to belong to his CRA but cancelled even though I paid for lifetime membership, it wasn’t worth the $35 renewal to find out he’s recommending GS, Delta or whatever. He prides himself on vetting management but regularly misses the boat as the management he based his thesis on gets fired.. DXC GE DBD… list goes on