Virtually Live: 3 June 2026 - The Rivkin Report

In this week’s show

02:28 – Q1: You’ve provided commentary supportive of PME, even in the most recent VL, but put out a recommendation to sell this in the discretionary portfolio. Can I ask why this is, and what you recommend?

06:16 – Q2: I bought FGG 11 years ago based on your recommendation and have been holding it since. Could you share your current view on it?

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