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Churn, Churn, Churn  Thumbnail

Churn, Churn, Churn

Simon discusses the current market churning and highlights some of the important trends to watch underneath the surface. He examines the current melt-up in house prices and how there are both demand and supply drivers. He also highlights some recent news flow from AVGO, COST, and BABA and the buy rationale for each.


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