Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
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Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"