Episode Details
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Published 5 months, 2 weeks ago
Description
In today's views
- Strategy | ELEC is an illiquid stock but one that you cannot afford to miss at this stage of the cycle and at current valuations
- BONY | Portfolio skewed towards tier-1 office space to narrow NAV discount
- JUFO | Bearish on concentrates, bullish on JUFO
- EKHO | Executing on capital recycling strategy