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Tomorrow is being billed as Liberation Day— where tariffs will supposedly free America from those pesky, parasitic foreign markets.
But what’s actually going to happen?
This is the subject of today’s podcast.
We discuss:
To answer these questions, we bring up examples of well managed, value companies we present to our investment research subscribers, particularly undervalued real asset businesses.
One example’s entire market valuation is less than the cash it has in the bank. Plus it’s profitable and pays a dividend.
Finally, we discuss:
If tomorrow is “Liberation Day,” then today is the day to be rational.
I encourage you to give it a listen.
https://youtu.be/jNUtSydVBsw
(Podcast transcript is available to you here.)
By James Hickman4.6
203203 ratings
Tomorrow is being billed as Liberation Day— where tariffs will supposedly free America from those pesky, parasitic foreign markets.
But what’s actually going to happen?
This is the subject of today’s podcast.
We discuss:
To answer these questions, we bring up examples of well managed, value companies we present to our investment research subscribers, particularly undervalued real asset businesses.
One example’s entire market valuation is less than the cash it has in the bank. Plus it’s profitable and pays a dividend.
Finally, we discuss:
If tomorrow is “Liberation Day,” then today is the day to be rational.
I encourage you to give it a listen.
https://youtu.be/jNUtSydVBsw
(Podcast transcript is available to you here.)

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