Okta Inc

Adding Disney, Amazon and GM to Global Portfolio - THE EDGE SINGAPORE

Tong's Portfolio

Adding Disney, Amazon and GM to Global Portfolio

After giving consideration to the prevailing market sentiment, we made several switches in the Global Portfolio.
Our investment thesis for Okta and Geely - THE EDGE SINGAPORE

Tong's Portfolio

Our investment thesis for Okta and Geely

Many of our investments are based on what we believe are secular trends that will drive sales and earnings over the longer term.
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