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Stocks-in-Depth

The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive written assessments of competitive threats and vulnerabilities. GARP's investment philosophy is predicated on discovering opportunity through fundamental assessment via intensive modelling, having a wide ranging curiosity about strategic influences, and engaging in person-to-person contact. GARP looks for long-term growth, but it is cognizant of finding value in contrarian situations and wants valuation to be reasonable relative to potential earnings.
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Now displaying: Page 1
Jan 1, 2017

History is replete with unanticipated events: Pearl Harbor, the dismantling of the Berlin Wall, the 2008 credit meltdown, and now the improbable ascendance of Donald Trump to America’s highest office.  Yet there are many who previse change, but whose ideas are so unorthodox that they are never see the light of day until after the fact.  With this in mind, Stocks-in-Depth introduces a little known economist, Ian Fletcher, and his 2010/2011 book, Free Trade Doesn’t Work: What Should Replace It and Why, in this four-part podcast.  In Part 1, we present the last chapter of his tome, The End of the Free Trade Coalition, an analysis of political cycles going back to 2004 which in fact strongly presaged that Mr. Trump might sweep the electoral college in 2016 on the basis of appealing to workers displaced by nearly two decades of free trade agreements and their consequences.

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