TelfserThey finally posted the individual link. GLTA
Buy tech names that supply the semiconductor wipe-out: Aventine’s James Telfser
James Telfser, Aventine Investment Council partner and portfolio manager says he's investing in companies like Taiwan Semiconductor and Photon Controls which are going to feed directly into the growing 5G economy at a time when the industry is undervalued and overlooked.
https://www.bnnbloomberg.ca/video/buy-tech-names-that-supply-the-semiconductor-wipe-out-aventine-s-james-telfser~2195378