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In response to "FYI, not all my investments are bad :) I bought "JD" on 3/11 (competitor to Alibaba in China) under the assumption that China would recover from " by oblique

My one new position in the last couple months was a bet on animal health. Everything else has just been adding shares of companies I already own.

For the curious, the company is Elanco Animal Health, a spin-off from Eli Lilly.

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