Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
Do you know which one it is?
I think communications is chartered.
What's that?
A broadband conversation?
Oh my God.
Um, and then the other thing, the other, all right, so I have two charts of some holdings in here.
Um, here's Cummins CMI.
Okay.
So we're not talking about sleepy stocks.
This thing is, uh, I want to say it was $150.
It was a $200 a share a couple of years ago.
It's almost 700.
And the other one, Southern Copper, uh,
Obviously like this is a rock and roll stock.
It doesn't only go up.
Of course it goes up and down, but like, here's a name that's gone from 60 to almost 200.
The reason I bring those two up is I think they're very, they're emblematic of this moment.
They're Halo because they have heavy assets and very low obsolescence risk.
No one's going to disrupt the copper mine, like for obvious reasons.
And, you know, Cummins is making engines.