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Show Notes
Josh Wein says “a lot has to go right” in the equity markets to justify their multiples. He expects mergers and acquisitions to continue and discusses where he thinks the Fed’s rate cut path will finish. He discusses his fund, the Hennessy Cornerstone Growth (HFCGX), and its top holdings. He likes BJ’s Wholesale (BJ) and StoneX (SNEX).
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