2021 Week 19

Trading thoughts, Singtel, SPAC and Tupperware

Trading Thoughts:

Sometimes it is hard to sell when we think that the portfolio is well positioned.

There is hardly any high growth name within the portfolio and the price to value continues to be low. The buy/sell process has to go beyond the usual price-value and towards the more qualitative factors. Everything in life is relative and we need to make a…

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