A roll up of auto collision centers. He does not like roll ups. There is no real barrier to entry. They are gaining more and more market share from insurance companies, however. There may be an interesting short sometime in the future when cars drive themselves and don’t run into one another. It is not a bad time to take profits.
Golds. He likes gold and started to about a month ago. He thinks the US might try to talk the US$ down. Inflation expectations have really started to take off. DGC-T would not be a bad one to own, or use a gold ETF. Gold is a safe way to safeguard yourself against Trump’s tweets against companies or industries.
He sold in December due to rising interest rates. It is a best in class management team. There is really nothing NOT to like about it. You will do very well with a long term outlook.