$alq

03/25: A Game-Changing Find + Q1 Breakdown

We Found an Exceptionally Well-Run Company that's Incredibly Mispriced

Apr 1 •

02/25: The Smart Way to Sell a Company for 179% of What You Paid

Three Exits, Nine New Buys. A Bold Portfolio Transformation

Mar 4 •

Feb/25 Interim Update: Bold Moves

We Couldn’t Keep This to Ourselves

Feb 12 •

01/25: Catching Opportunities, Building Conviction & Lowball Wins

Why Patience and Automated Purchase Offers Landed Us Crazy Prices for Existing and New Positions

Feb 4 •

💼 11/24: New Holdings, New Beginnings +52.90%

Portfolio Review including a new position reveal and mini thesis you need to see

Dec 3, 2024 •

💼 THP 07/24: The Rise of the Microcap

Microcaps, Coursera, Argentina, and Japan

Aug 2, 2024 •

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