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Deep-dive 2022-2: CK Hutchison

The best-run conglomerate in Hong Kong at a ~50% NAV discount

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Ask Me Anything Oct 2025

Ask Me Anything Oct 2025

On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a video where I try to answer these questions: 1. Brief update on your current general outlook for the countries you cover? (1:00) 2. How to set up a long-term

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