The Bottom-Up Bulletin
Portfolio Weekly
Portfolio Weekly
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Portfolio Weekly

Week ending 19/4/2024

Weekly 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…

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The Bottom-Up Bulletin
Portfolio Weekly
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