DHUnplugged #155: Notes From Asia

Here is our latest conversation. New insights and some old ones as well.  Andrew is back from Asia with some interesting stories and investment ideas. We cover the U.S. economy as well as the economic outlook.

 

 

A few stocks discussed along with a slew to look at further.

NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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Weekly Stock Picks Tracking Spreadsheet

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