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ABOUT THIS EPISODE

Ted Weisberg on META Value Opportunity in AI, Going Long on Energy & Airlines

Value is reclaiming popularity among investors as tech takes a beating, a reversal Ted Weisberg believes will continue. He sees value inside some tech companies as well, naming Meta Platforms (META) as the Mag 7 giant with the most sustainable business at current levels. Apple (AAPL) is a company Ted calls a "whole different beast." He explains why he's long on crude oil and airlines alike.

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