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Jason Del Vicario KASPI.KZ KSPI-Q TOP PICK Sep 29, 2021

Largest company in Kazakhstan. A super app, sort of like combining AMZN, PYPL, and FB. Originally a bank, then converted to a technology platform. Almost completely replaced Visa and MA in that country. Expanding. Checks all his boxes, plus trades at a reasonable valuation. Political risk, so size your position at about 1%. Yield is 0.92%. (Analysts’ price target is $124.63)

Jason Del Vicario

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