Reply To: Edd’s portfolio

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Great read! We are looking for much of the same and currently have two overlapping positions (EVO and KIT). I had Itera and Bakka during parts of 2020 aswell and most of these companies are on my watchlist.

How was your prior investment process / strategy?

Strong run by EVO lately – closing in on your 15% portfolio limit 😉  Exciting week ahead!