Thanks for sharing, all thought provoking ideas :)

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Feb 21Liked by IJW

great stuff thanks, are you still long currency exchange?

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Feb 21·edited Feb 21Author

Not personally no. Not quite cheap enough and growth has been a bit dissapointing. Decent chance it will still outperform though as it trades at an undemanding 8-10x 2024 earnings.

But feel free to ignore what I own personally, lately what I think is a high conviction idea has been a mediocre predictor.

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