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Killer Q2 Earnings: Why It's Good to Own the Leaders

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John Rubino
Aug 04, 2025
∙ Paid

Two of our portfolio companies just reported Q2 earnings that illustrate the wisdom of owning industry leaders, especially early in bull markets.

Because they’re well-capitalized, “Blue Chips” can exploit favorable trends in pricing and technology. And because they’re well-known, they tend to attract generalist money first, allowing them to outperform smaller competitors in the early stages of bull markets.

Check out these Q2 reports:

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