2021 Week 28

Quicktakes, PSTH

Reflection on Quicktake:

We have been doing more Quicktake recently.

The idea is that we are reading a wide variety of companies. Some of them are so interesting (both on the business and valuation level) that we decided that it would be best to take a small stake. The reason that it is a small stake is that

  • the business may not have a long history.

  • the v…

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