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Beximco is on the LSE, you can buy them with any broker, degiro for example and I guess IBKR

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I also felt the urge to reduce China exposure a bit when tensions building while those stocks are still holding up.

re: OLN

(I don't have a position atm, but have been in and out the stock the past year)

I was impressed by how Q4 (and Q1 23 outlook) really was seemingly "priced in". If they will truly generate $1bn of FCF in "recessionary conditions", and spend most of it on buybacks... then this thing is beyond doubt cheap.

But I guess everybody is still sceptical of this. Is it really different this time? Did OLN really "break the cycle?"

One thing I'm always curious about is: they quickly ramp down capacity and will run factories at 50% utilization when necessary. How easy is it to ramp up and down? What about the employees?

Semper Augustus had a small write-up in the latest annual letter: https://imgur.com/a/aoYqLIv

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"Russia will likely steadily be ground down in Ukraine and that could cause China to help. The West’s strategy seems to be to to slowly cook the Russians alive"

Is this what people in the US really believe?

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