2021 Week 23

Rex, LHN, PSH, Mo-Bruk, Oraganon, Deterra, Organon and Dawnrays

Reflection:

There is some changes to the presentation style. The company analysis will come right at the top.

In addition, there are quite a bit of shifting in our portfolio.

We wanted more exposure in the commodities sector and had been struggling to find names and understand them well enough to bet big in. Last week, we finally make some move into the …