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RE: TIB: Today I Bought (and Sold) - An Investors Journal #287 - Coffee, South Africa, Hedge Funds, Cybersecurity, Ethereum
Great investment thesis on the South Africa trade. I like the way you set it up and consider all the options. For example, sometimes I would fail to look at the ETF components which reveal that substantial exposure to Tencent and China. Thanks for your work!
It does help in that case that I came originally from South Africa.