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Wall Street ditched this semi stock after the pandemic — but it's set to double this year

Veteran portfolio manager Justin Deutsch's best idea for 2025.

Author

Phil Rosen
March 02, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed top-performing portfolio manager Justin Deutsch, who manages Weybosset’s Special Situations fund, which has returned 787% since 2018.

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