The Bottom-Up Bulletin
Portfolio Weekly
Portfolio weekly
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Portfolio weekly

Week ending 26/4/2024

Weekly changes to the portfolio:

Purchased:

Sold:

Topics discussed:

00:00 Intro
01:25 Vonovia sells 4,500 apartments at book value
05:35 ProPetro doubles buyback authorisation
11:06 Indivior earnings rea…

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The Bottom-Up Bulletin
Portfolio Weekly
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