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Was Andrew wrong? Is Smartpay (ASX: SMP) a buy, opening an SMSF, China v America

Australian Investors Podcast

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The Importance of Concentration in Technology

Drew Aramath Esquire is half Australian and 70% US. He says he agrees with a lot of the points that Jamie has made about concentration. But there's always going to be sectors that global leaders are present in many other countries, such as China. And you also get the US dollar exposure, which is something that people don't appreciate.

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