Portfolio Weekly - by Robert Reynolds

Portfolio Weekly

Portfolio Weekly

0:00

-1:04:30

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Portfolio Weekly

Week ending 12/4/2024

Robert Reynolds

Apr 11, 2024

∙ Paid

Weekly changes to the portfolio:

Purchased:

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Topics discussed:

00:00 Intro
01:21 CPI overview
08:56 Near term tops & bottoms from portfolio companies
28:11 Zim & shipping industry (volumes and probl…

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Portfolio Weekly

Topics associated with portfolio holdings

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Robert Reynolds

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