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21 JUL6D AGOTHE JULIA LA ROCHE SHOW · 41:57
Long energy, copper, and offshore services
"Cheap valuations in old-economy cyclicals like copper, uranium, energy, and oil services present favorable risk/reward profiles."
BULLISHSubstantive discussion · 3/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION