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Full portfolio review Q2 2022
Olivier Marz
4 hr ago
1
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Full portfolio review Q2 2022
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Bastide le confort and newsletter update
French Healthcare compounder
Olivier Marz
Jul 4
2
1
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Bastide le confort and newsletter update
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Why I sold shares of Bollore SA.
Olivier Marz
Jun 18
7
1
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Why I sold shares of Bollore SA.
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Tianyun International - it was amazing
"From HK with love"
Olivier Marz
Apr 21
5
5
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Tianyun International - it was amazing
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Japan Lifeline analysis
Medical devices with growth+value?
Olivier Marz
Apr 7
3
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Japan Lifeline analysis
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List of all analysis
sorted by geography
Olivier Marz
Apr 3
2
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List of all analysis
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Crisis report - self help rules to stay sane
Olivier Marz
Mar 16
4
4
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Crisis report - self help rules to stay sane
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Tech value quick world tour conclusion
Rest of the world + War impact.
Olivier Marz
Mar 1
5
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Tech value quick world tour conclusion
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Tech value quick world tour 3# Africa
Olivier Marz
Feb 18
5
4
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Tech value quick world tour 3# Africa
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PayPal is not a payments company
Super app strategy
Olivier Marz
Feb 9
8
1
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PayPal is not a payments company
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Tech value quick world tour 2# Japan
Olivier Marz
Feb 3
5
8
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Tech value quick world tour 2# Japan
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Poulaillon results quick update
Olivier Marz
Feb 1
2
1
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Poulaillon results quick update
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