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ChdeSecondat's avatar

Just started following. Thanks for sharing, good stuff

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Guy Davis's Portfo..'s avatar

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Roman's avatar

Great update, thanks for posting!

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Guy Davis's Portfo..'s avatar

Alright attention needed to all my subscribers out there!! Today I'll be 1ntroducing you all to a Life changing investment that will help you financially. Wow it's very lucra-tive. You can เηνεςt more if you're capable because it's 100% safe and trusted.

WRITE to Mr Taylor Nelson for guidance on how it works. You can actually reah-out 山ith him HIT on

Whatsap📥

<<<+> ±1 585-623-0133..

It's truly PROFITABLE & TELL HIM I sent you so he can attend to you.

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anon's avatar

it took decades, but i now realize that 'value-with-catalyst' still means you dont really know WHEN things will pan out. because global telcos (and asset managers) are cheap, you can be more selective. being early in KT helped me, and being early in TIGO didn't deter me from doubling my stake using inflated U.S. dollars. (i dumped TLK long realizing management's low ceiling, and a recent high was a perfect opp.)

regarding cameco, the management has indeed proven resilient, but the issue is complexity. they are a big fish in a small pond of all things uranium, and cannot risk manage via a single core competency (e.g., mining). being spread out means hits (silex) and misses (hedges?).

although many of their picks are too spicy (russia,brazil) or illiquid for my tastes, you may want to stay abreast of kopernikglobal.com

they do insightful\entertaining updates, and are a 'must read' for something i may want to swing at.

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Emerging Value's avatar

My humble opinion is to look at what has been working and what not. It seems that your Telco bets have held up well operationally and price wise for example, so its an area you may want to continue to invest in and you have some knowledge. Obviously Russia is Russia. we will see for that. do the same with your other stocks by category.

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