Portfolio Update 2021 April 23

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#136: US Solar Energy

Stock Discussion Date: 22 April 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 April 16

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Portfolio Update 2021 April 9

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#135: Biden’s Infrastructure Plan

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

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Portfolio Update 2021 April 2

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Portfolio Update 2021 March 26

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#134: Indonesia Construction Industry

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

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Portfolio Update 2021 March 19

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Portfolio Update 2021 March 12

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