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From my academic training, Mathematics, I intend to focus on the quantitative study, basing my analysis on historical data, bearing in mind my position of "Outsider". I invest with a long-term perspective in industries/themes that have secular growth prospects and should deliver strong returns in a time frame of 10-15 years. Currently, I'm invested in Digital Payments/Fintech, Semiconductors, 5G/IoT/Big Data, Electric Vehicles, and the Metaverse.
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