Reply To: Edd’s portfolio
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!