Portfolio Update 2021 March 5

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Portfolio Update 2021 February 26

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#132: AMD, Intel & TSMC

Stock Discussion Date: 24 February 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 February 19

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Portfolio Update 2021 February 12

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#131: Auto Industry in China

Stock Discussion Date: 10 February 2021 Download Video (mp4) Presentation Slide (pdf) Audio (mp3)

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Portfolio Update 2021 February 5

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Portfolio Update 2021 January 29

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#130: Copper

Stock Picks Date: 28 January 2021 Download Video (mp4) Presentation Slide (pdf) Audio (mp3)

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Portfolio Update 2021 January 22

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