Navigating the Grey Area

11/30/2017

Abhay Deshpande, Zachary Dimmerman and James Hounsell of Centerstone Investors explain which industry “rolling bear markets” are attracting their attention, two keys they’ve found to investing in cyclical businesses, how they compare gold with bitcoin, and why they see attractive upside in Ahold Delhaize, Vopak, Air Liquide and O’Reilly Automotive.


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