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|---|---|---|---|---|---|
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The market is fixated on risk and missing the assets. I see clear catalysts and room to re-rate. Deep dive drops Wednesday.
Next Wednesday, I’ll be releasing this October’s stock pick for paid subscribers. It’s a great one: right in telco, a space I know well and love, and it adds some welcome geographical diversity to our portfolio.
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Engineer, MBA, CFA and portfolio manager. Sharing insights from 14 years of beating the market, blending deep analysis with real-world experience. Subscribe for actionable investment ideas and strategies.
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