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Khanchit Khirisutchalual Beyond any doubt, there is some confusion in the financial media about the state of inflation. Some narratives claim inflation has peaked. They are confusing inflation and its rate of change. It’s the […]
cookelma/iStock via Getty Images Investment Thesis I believe that Lumentum Holdings (NASDAQ:LITE) exhibits the signs of a company that is unable to scale operations. The company offers significantly important products that are widely used, but […]
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