20202Q Dawnrays Pharmaceutical

Margin Compression

Note: This is the earnings update for Dawnrays Pharmaceutical (DP)

We had waited for 6 years to pull the trigger on DP and our we are still too early.

On hindsight, we should have pulled the trigger when the strategy is being implemented. We tend to be quick in building a position and we are trying to rectify that. For subscribers, you always have the be…

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