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AMPRJFBULLISHCore thesis · 5/5

Financial advisors Ameriprise, Raymond James mispriced

The guest made a bullish case that financial advisor firms like Ameriprise and Raymond James are mispriced, trading at low multiples despite high-quality, compounding franchises with strong moats.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE