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Household Products
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 6, 2026 |
JB Global Capital Fund Jack Beiro
|
View | AI, Value, E-commerce, Household Products | AMZN, BABA, CLX, GOOGL, LULU, NKE, NVDA | AI, China, Concentration, consumer, technology, valuation, value |