ASML - A Wonderful Business at a Fair Price

[Nilesh]

Hi - Do you have any analysis on Arm holdings

[Panic Drop - Timothy Assi]

I will put it on my to-do list yes👍

[Etcaetera (Akim’s Newsletter)]

It was an absolute pleasure analysing ASML with you! Part II is coming tomorrow. I bought more shares today though! 😄