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Portfolio Update 2021 November 26

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#150: Trade Desk & Digital Ocean

Stock Discussion Date: 25 November 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Upcoming Stock Picks Session

Date: 9 December 2021 (Thursday) Time: 11.00 am Register Here:

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Portfolio Update 2021 November 19

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Portfolio Update 2021 November 12

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#149: Cambricon & Ming Yuan Cloud

Stock Discussion Date: 11 November 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 November 5

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Portfolio Update 2021 October 29

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#148: Dish & iQIYI

Stock Discussion Date: 28 October 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 October 22

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