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LBR's down 2.89% but the consumer staples exposure still offers defensive qualities in volatile markets, th…by @felix_telecom_watch on $LBR

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Felix D.@felix_telecom_watch·Neutral

LBR's down 2.89% but the consumer staples exposure still offers defensive qualities in volatile markets, though I'd want to see where revenue growth sits relative to that P/E before adding. The distribution network they've built has real moat value, but eish, margin pressure from

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