Portfolio Update 2021 July 16

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Portfolio Update 2021 July 9

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#141: Huawei’s Graphene Patent

Stock Discussion Date: 8 July 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 July 2

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Portfolio Update 2021 June 25

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#140: Baidu & Sohu

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

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Portfolio Update 2021 June 18

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Portfolio Update 2021 June 11

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#139: HKBN & HKT

Stock Discussion Date: 10 June 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 June 4

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