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Our Current Retail Exposure, Plus An Interesting Investment Idea

As the “Death of Retail” narrative grows, and investors fear that online retailers (like Amazon) will put all “brick and mortar” stores (like Sears, Macy’s and shopping malls) out of business, we are starting to see some interesting opportunities. This article reviews our current exposure to “brick and mortar” retail, and then shares an interesting investment idea for brave contrarian investors to consider.

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