In this episode of The Synopsis we read our weekly Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks memo is "The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification"
Memo Link: https://www.speedwellmemos.com/p/wechat-meituan-and-grab-superapp
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Show Notes
(0:00) – Intro
(1:07) –Memo Reading Starts
(14:43) – Closing Comments
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
