Lumida: Quarterly 13F Hedge Fund Analysis Review
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Navigating Healthcare Investments Amidst Market Volatility
This chapter explores the recent challenges faced by insurance companies in the healthcare sector. It emphasizes Marc's 13F filings and the strategic shift away from healthcare investments, while discussing the potential for recovery as market valuations become more appealing.
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