LSF 2.31% $3.10 l1 long short fund limited

Ann: LSF Investor Webinar Replay - May 2023, page-2

  1. 374 Posts.
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    If Flutter is one of their larger long positions, the rest of their longs must carry even more weight in terms of FCF and low P/E. They seem to be hinting that the portfolio might remain flat/slightly up for the next 6-12 months, whilst the rest of the market struggles.
 
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