About this episode
- Strategy| Excluding EFIC and ABUK, valuations of n and p-based exposures seem frothy
- TMGH| Understanding the business model - segmenting the story
- ECAP vs. LCSW| Another violation of the Law of One Price
- JUFO| Price surge in orange concentrates fuels stock performance, yet impact on earnings may be delayed
- MCQE| MBSC's move signals strategic play, price upside expected
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