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Craving Alpha
Strategizing for Success: How Consumer Durables Can Help Generate Exponential Alpha
Alpha Musings

Strategizing for Success: How Consumer Durables Can Help Generate Exponential Alpha

As investors, it's important to always be on the lookout for opportunities to generate strong returns for our shareholders.

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Craving Alpha
Jan 26, 2023
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Craving Alpha
Craving Alpha
Strategizing for Success: How Consumer Durables Can Help Generate Exponential Alpha
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Recently, we in our Sector Advantage have recently increased our exposure in consumer durables within our portfolio to 15%, which means that despite people fearing a recession and pushing demand into the future, we still feel confident about investing here because of pent-up demand coming through eventually along with strong …

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