In short: Passed over, not a pick: NIKL's #2 holding, but its assets are mostly in Indonesia — fails his "jurisdiction, jurisdiction, jurisdiction" filter.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.