Portfolio Update 2021 May 28

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#138: China Telecommunication Industry

Stock Discussion Date: 27 May 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 May 21

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Portfolio Update 2021 May 14

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#137: Global Drone Market

Stock Discussion Date: 13 May 2021 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2021 May 7

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Portfolio Update 2021 April 30

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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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