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Back to the Future Thumbnail

Back to the Future

Simon and Chase highlight the key drivers and themes that informed last year's stellar returns and peek into 2022 to weigh various headwinds and tailwinds. They focus on strong corporate fundamentals tempered by possible multiple contraction which will likely make investment selection that much more important. STZ, DIS, GNRC, and MRK all screen as attractive with multiple catalysts. Companies mentioned in this episode include STZ, DIS, GNRC, MRK, C, JPM, BRKB, APPL.


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