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My Investment Philosophy: Curiosity, Quality, and the Long Game

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How Cybersecurity Became the World’s Fastest-Moving $220B Industry
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The hidden Belgian company behind every sports replay you have ever watched
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4
How this pharmaceutical giant could deliver 20%+ Returns
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One tiny operator is quietly beating the oil majors
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Investment Case

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The hidden Belgian company behind every sports replay you have ever watched
How this company controls global sports broadcasting
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Asymmetric Edge
4
One tiny operator is quietly beating the oil majors
The triple crown: 30% upside, 8.7% dividend yield and 15% insider ownership from a small-cap oil company flying under the radar
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Asymmetric Edge
How this pharmaceutical giant could deliver 20%+ Returns
I just added this stock to my portfolio this week – and I think you should pay attention.
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Asymmetric Edge
Vopak: A Contrarian's Bet on Global Trade and Energy Storage
If you're seeking a high-quality infrastructure play with exposure to the global energy transition, Vopak might be the perfect fit.
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Asymmetric Edge
Why This Biotech Outlier Could Be the Next Big Value Play
This company stands out as a global leader in antibody innovation, with a proven track record of scientific breakthroughs, successful product launches…
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A Hidden Gem in Eastern European O&G: 52% Discount to NAV, 9% Dividend Yield
This $5.5B Oil Titan Might Be the Smartest Bet in Emerging Europe
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Teekay Tankers: A Bargain in the Tanker Market?
Beyond the Price Tag: Exploring the Underlying Value and Competitive Advantages of Teekay Tankers
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Asymmetric Edge

Research

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China's tech revolution: from copycat to contender
Remember when "Made in China" meant cheap knockoffs?
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How Cybersecurity Became the World’s Fastest-Moving $220B Industry
In today’s hyper-connected world, cybersecurity has become a critical part of keeping businesses and economies running smoothly.
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Asymmetric Edge
Oil & Gas: Digging Deeper Than the Headlines
A Comprehensive Look at the Upstream Market: Size, Trends, and Future Outlook
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2
Gold Rush 2.0: The Best Is Yet To Come
Why the Bull Run is Just Getting Started
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Resurgence of Oil & Gas - the $26 Trillion Investment Opportunity
Why Oil & Gas Remains Indispensable
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Fossils vs. renewables in the global energy mix
Progress of the energy transition
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Asymmetric Edge
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