
Buy the Dip?
Lou and Tom talk labor and energy followed by Dan with notes on cost vs price and the importance of picking investments you fully understand.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.

Lou and Tom talk labor and energy followed by Dan with notes on cost vs price and the importance of picking investments you fully understand.
The skinny isn't ready yet — notes appear once the transcript is processed.