12 Comments

Legend holdings if you can find what it owns. No one else did that

Expand full comment

Like this. Thanks

Expand full comment

Thanks! international is good. You forgot to point out that many companies have underlying geographic exposure. S&P global has a good breakdown of sp500's exposure.

Expand full comment

thoughts on BABA - thank you

Expand full comment

Please share more details / research on SHOPIFY

Expand full comment

Would be interested in some Corea companies like navers and posco

Expand full comment