Dec. 11 at 5:36 PM
$LIN Chemicals, Materials, Metals, Miners - all massively undervalued sectors loaded with companies like Linde that have learned to thrive competing with China. With rapidly changing geopolitical risks, countries are starting to question letting one country destroy critical sectors. Remember what profits were like when covid limited that (unfair) competition?
Betting on a big rotation coming, trillions in capital needs reallocated from the Big 10 to cash flow rich sectors with gigantic moats. Just a few I like - LIN HUN XME OXY CVE BTU BRK.B ET OIH NUE