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The Stock Market Doesn't Understand This Investment
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The Stock Market Doesn't Understand This Investment

Adding to my position

Alpha Letter
May 6, 2021
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Wanted to shoot a quick note to subscribers as I have added to my position and plan to continue to buy as liquidity presents itself. In addition, it appears to me as if the market doesn’t understand this “story” and has sold off the stock based on sequential revenue comparisons which had one-time events in the prior quarter. Please see my original updat…

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