Portfolio Weekly - by Robert Reynolds

Portfolio Weekly

Portfolio Weekly

0:00

-45:55

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Portfolio Weekly

Week ending 8/3/2024

Robert Reynolds

Mar 07, 2024

∙ Paid

Weekly changes to the portfolio:

Purchased:

7/3/2024 - Increased Embracer by 1% of AUM

Sold:

Topics discussed:

00:00 What we will discuss
01:47 Embracer position from a SOTP point of view
21:14 Zim expect…

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Portfolio Weekly

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