"TCL is a best in class to run the toll roads... great business and a defensive stock," Jun Bei Liu
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: TCL, BRN, SKO, MFG, PWH, JHG, JHX, IAG, BAP, MVF. The stock of the day is Frontier Digital Ventures (FDV).
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