Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review
This chart of the week... just to remind me that my largest portfolio position is Vonovia
We really enjoyed the podcasts you shared one with David Einhorn and another with Arjun Murti. Thanks!
Happy to hear and thanks for the feedback!
This chart of the week... just to remind me that my largest portfolio position is Vonovia
We really enjoyed the podcasts you shared one with David Einhorn and another with Arjun Murti. Thanks!
Happy to hear and thanks for the feedback!