Hiding in Plain Sight

Dissecting our favorite long opportunity over the next 6-12 months.

In lieu of this week’s Scouting the Tape, we wanted to provide a more detailed piece on an important opportunity. This write up is a deep-dive on an area we would probably categorize as the most attractive long setup across all markets today. This piece runs through the following.

1. Summary

2. Key investment highlights

3. Preferred expressions

4. Risks

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Summary