MHH magellan high conviction trust
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Ann: MHH Fund Update - January 2021, page-4

  1. jubajosh21
    89 Posts.
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    11/02/21
    23:54
    Post #: 50915919
    Agreed - netflix has become a borderline 'pro-noun' and Tencent continues to dominate the gaming and tech space in China. The biggest risk to downside is obviously CCP intervention (Jack Ma and BABA case in point). Hopefully the CCP doesn't throttle the growth of these Chinese behemoths.
    MHH Price at posting: $1.45 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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