Winchester again.......................
https://unauthorised investment advice/experts/with-his-newly-launched-merewether-fund-investor-luke-winchester-dishes-the-details-on-2-asx-microcaps-with-upside/
So what to avoid? Winchester cites “companies in the EV metals and clean-tech spheres”. He says, “To me, they feel like the themes that come up every couple of years, and they’re crowded as a result.”
I guess he has a problem with lithium and Novonix too..............
Winchester...
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