Yes, very glad Jerome has gone (please no one tag him!).
Re other holdings …
Large/Mid - CCP, MIN, OZL, RWC, SVW
Small/Micro - AD8, AX1, BVS, CXL, EOS, FDV, M7T, NWH, NXS, OBL
I hold a few stocks I’m not really committed to so haven’t listed (big banks/miners and a few other holdings I’m looking to exit).
Of all these OBL is one that could really do with your expertise! It’s a high quality litigation funded with conservative management and accounting (similar to the qualities of CCP management) … but with earnings spread across on balance sheet and 6 funds with different models, understanding the financials is complicated. Would of course be very glad to chat with you on any of those forums tho!
Cheers, Simon
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