The AT&T deal with Discovery dominated the news, but let's look at the divided cut and how this is anything but 'transformational.'
There's one name I would consider adding back to full on any coming weakness.
Let's talk about cycles and what will occur if the Fed Chair decides inflation isn't transitory and gives up the good fight to keep rates low.
It's not the multistate operators, but the single-state ones that are where the cool kids are hanging out.
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