Porchester Papers

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Size Really Doesn't Matter
What the BRICS Expansion Means
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Porchester
2
April 2023
Coca-Cola FEMSA: Valuation Starting To Run Out Of Fizz
Deep Dive into the World's Largest Coca-Cola Bottler
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Porchester
15
Petrobras: The Cash(aça) in Brazil's Energy Cocktail
Deep Dive into Brazilian Oil Giant Petrobras
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Porchester
1
March 2023
A Tale of Survival - Ferrexpo
Deep Dive into the Ukrainian Iron Ore Company Ferrexpo
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Porchester
1
January 2023
A Sur Thing?
Argentina & Brazil Begin Talks to Share a Common Currency
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Porchester
December 2022
Feeling Bordeaux This Christmas? I Have a Grape Way to Pass the Time
Investing in Fine Wine, the Why and How?
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Porchester
November 2022
ESG, Like Climate Change Reversal, is Doomed to Fail
The Asset Management Industry's Attempts at Sustainability are Fatally Flawed
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Porchester
Diamonds Are Forever
Spotlight on the Diamond Mining Industry & Where to Invest
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Porchester
October 2022
Putting My Neck on the Line
Mammoth Memo on How I Am Positioning My Personal Portfolio Going Forward
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Porchester
1
Having a Bit of a Clear-Out
Assessing My Current Personal Portfolio - Covering my previous Luxury Goods, China, US Technology and UK positioning and what I intend to hold or sell.
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Porchester
September 2022
Oligopoly of Vice
Spotlight on the Global Tobacco Industry. The big players, the underlying economics and future trends.
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Porchester
2
The High Risk, High Reward Fallacy
Why Risk Management is Key to All Decisions
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Porchester
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