I agree - I think it’s more likely than some other narratives.
One of the things I was going to say was I hope VG1 did the same and topped up. We may find out in the next monthly. Was 6% weighing last report (vs. Amazon top holding at 16%) so it’s possible they may have. Obviously, they’re less likely to have increased the Amazon holding but it may have a bigger positive impact on the overall returns.
VG1 Price at posting:
$1.91 Sentiment: None Disclosure: Held
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