🔹Portfolio
2025: new ideas and positioning
- Adriatic Metals, ADT.AX, Amazon, Apple, Bitcoin, Braskem (BAK), BTCC.B, BTU, Coinbase (COIN), CORZ, Cresud S.A (CRESY), Denison Mines (DNN), DHT, DPM.TO, Dynacor Group (DNG), ETHH.B, Georgia Capital (CGEO), GMS, Golar LNG (GLNG), Google, HCC, HFG, IBM, Intel, IREN, Israel Chemicals (ICL), K2A.PREF, Microsoft, Minera Valle Central S.A, Nasdaq, Nvidia, OET, Samsung Electronics, Seplat Energy, SLP, Tesla, U.UN, Vermilion Energy (VET), Warner Bros Discovery (WBD)
