A Confluence of Events

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A confluence of events means ideas from Buyside Notes are going to be few and far between over the next six weeks:

  1. I’m off to visit Company X (note here) which continues to provide a compelling risk-adjusted opportunity. If you are interested in learning more, email me and I’ll happily share my thoughts when I get back.
  2. I’m getting married here.
  3. We’re honeymooning here:

Iceland

Lucky I am.


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