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Feb 2, 2023Liked by Larry Cheung, CFA

Thank you for your research, very informative and always helpful especially to understand a full picture for me.

For the re-inflation theme CF, what do you think is a reasonable price to exit?

Kind regards, Christy

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author

Thanks Christy! For CF, I see 95-100 in 6-9 months.

Part 2 of Feb is coming soon.

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Feb 2, 2023Liked by Larry Cheung, CFA

Look forward to your part 2!

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