Share this postPortfolio Weeklythepopularinvestor.substack.comCopy linkFacebookEmailNoteOtherPortfolio WeeklyPortfolio Weekly0:00-41:08Paid episodeThe full episode is only available to paid subscribers of The Bottom-Up BulletinSubscribe to listenPortfolio WeeklyWeek ending 19/4/2024Robert ReynoldsApr 18, 2024∙ Paid14Share this postPortfolio Weeklythepopularinvestor.substack.comCopy linkFacebookEmailNoteOtherShareWeekly changes to the portfolio:Purchased:Sold:17/4/2024 - Reduced Embracer by 1.45% to a current size of 5.29%Topics discussed:00:00 Intro 01:25 Reducing exposure in Embracer 06:14 Oil supply & ProP…Listen to this episode with a 7-day free trialSubscribe to The Bottom-Up Bulletin to listen to this post and get 7 days of free access to the full post archives.Start trialAlready a paid subscriber? Sign inPortfolio WeeklyTopics associated with portfolio holdingsTopics associated with portfolio holdingsSubscribeAuthorsRobert ReynoldsRecent PostsPortfolio weekly Apr 25 • Robert ReynoldsPortfolio WeeklyApr 11 • Robert ReynoldsPortfolio Weekly Mar 28 • Robert ReynoldsPortfolio Weekly Mar 21 • Robert ReynoldsPortfolio Weekly Mar 7 • Robert ReynoldsPortfolio Weekly Feb 29 • Robert ReynoldsPortfolio Weekly Feb 15 • Robert Reynolds