Adding on a new speculative position

We added a new speculative position in a company that might not look attractively valued at first glance. But during a deep dive, we have been able to get a good grasp of the upcoming revenue growth surge.

This company benefits from a new market regulation that took effect in July, resulting in a rapid increase in revenue that will also lead to a profitability inflection.

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

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