This article was written by Follow Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call
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This article was written by Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose
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By Christopher Gannatti, CFA There’s a quiet assumption embedded in thematic investing that rarely gets questioned: Investors agree on what the theme actually is.