Portfolio Update 2022 September 16

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Portfolio Update 2022 September 9

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#169: Enriched Uranium

Date: 8 September 2022 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2022 September 2

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Portfolio Update 2022 August 26

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#168: China’s Catering Business

Date: 25 Aug 2022 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2022 August 19

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Portfolio Update 2022 August 12

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#167: L’occitane & L’oreal

Date: 11 Aug 2022 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2022 August 5

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