Portfolio Weekly - by Robert Reynolds

Portfolio Weekly

Portfolio Weekly

0:00

-53:26

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Portfolio Weekly

Week ending 22/3/2024

Robert Reynolds

Mar 21, 2024

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Topics discussed:

00:00 Lower rates and an end to QT
07:43 BioNTech
14:15 Persimmon
17:30 Lumentum
23:02 Embracer
26:00 Zim
28:09 Vonovia
31:10 Fossil Group
36:06 Crocs
38:23 Ternium
42…

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Portfolio Weekly

Topics associated with portfolio holdings

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Robert Reynolds

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