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Amid the current challenging environment for defensive names, we see several opportunities for long-term investment in wide-moat companies at reasonable discounts.
Modest pockets of value emerge among consumer defensive companies.
These quality funds with smaller asset bases have portfolios built around solid companies.
Plus, a top executive bolts from eBay, Brazilian telcos get cheap, and more.
HiddenLevers helps investors generate trading ideas based their economic views and understand how big picture scenarios will impact their investments. The team is comprised of successful Wall Street macro-traders, economic experts, and Black Swan contrarians.