Buying (Premium)

We added a new position in the portfolio today from a company that released a market-beating report. This is a company we have been researching for a while. We have primarily looked into one of its core revenue streams, which is benefiting from a mega consumer trend, and the sustainability of the growth. We have found strong indications that the growth will continue, while the market consensus expects a slowdown. Given today's strong report, we pulled the trigger a bit early and initiated a starter position.

Premium subscribers received the name, the level, and the position size. The full reasoning goes out in a deep dive or memo shortly.

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