The Intelligent Speculator | Substack

The Intelligent Speculator

@intelligentspeculations

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Asia-centric, macro focused idea and theme generation. 25 years of professional and personal investing experience

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Intelligent Speculations

Intelligent Speculations

By The Intelligent Speculator

Asia-centric, macro-focused idea and theme generation by an experienced hedge fund manager together with a thematic portfolio to express the views.

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