Sizemore Investment Letter

Sizemore Investment Letter

Trade Alert: Buy PCAR

Charles Sizemore's avatar
Charles Sizemore
Jan 25, 2024
∙ Paid
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One of my go-to investment themes in this Age of Caos is the rebuilding of America’s industrial empire. It’s part of the broader theme of deglobalization.

I constantly watch for opportunities in companies that stand to benefit from the rebuilding of the world’s supply chains.

And I see one of those opportunities in commercial truck maker PACCAR Inc. (PCAR)

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