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October 8, 2023

8

Oct

Small and Focused Still Wins
READ: Small and Focused Still Wins
July 9, 2023

9

Jul

Concentration: The Power of “High Conviction”
READ: Concentration: The Power of “High Conviction”
April 9, 2023

9

Apr

Who Will Fill the Void?
READ: Who Will Fill the Void?
January 8, 2023

8

Jan

Richardson Electronics, Ltd. – “Finding Gold in Green (Energy)”
READ: Richardson Electronics, Ltd. – “Finding Gold in Green (Energy)”
January 8, 2023

8

Jan

Welcome to the End of Free Money
READ: Welcome to the End of Free Money
October 9, 2022

9

Oct

Please Listen to The Fed!
READ: Please Listen to The Fed!
July 10, 2022

10

Jul

The Silent Factor
READ: The Silent Factor
April 9, 2022

9

Apr

What if a Recession is the Cure?
READ: What if a Recession is the Cure?
March 4, 2022

4

Mar

SolarEdge Technologies (SEDG) – A “picks and shovels” investment in Renewable Energy
READ: SolarEdge Technologies (SEDG) – A “picks and shovels” investment in Renewable Energy