A new buy, plus some big-picture musings, 13F notes, and updates on KEYS and NVDA
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Friday File: Another Bet on Electrical Infrastructure
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: We’re All Doomed! Maybe!
Some bearish thoughts to calm the soul... plus updates on Real Money Portfolio stocks SAFE, ZAYO, Kweichow and Fairfax India
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