This week we discuss Vietnam, Sea's earnings, and drinking habits.
My first write-up here was on FPT, so I agree with you there that it's well-run, and there's one big opportunity in pharma that has me excited now (aside from DHG, which I'm always eager to buy on large sell-offs).
My first write-up here was on FPT, so I agree with you there that it's well-run, and there's one big opportunity in pharma that has me excited now (aside from DHG, which I'm always eager to buy on large sell-offs).