VG1 vgi partners global investments limited

Ann: Investor Letter from VGI Partners (the Manager) - Jul 2020, page-2

  1. 114 Posts.
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    Key takeaways:

    1) They sold Spotify... just about unbelievable
    2) They are no longer looking to short sell in the near future, but still charge hedge fund fees as though they do
    3) They are not doing a share buyback to close the NTA gap. Their strategy is to close the gap through "performance" (LOL) and increasing engagement with financial advisors
 
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