I'm not an investor in Structural Monitoring, but I've been an interested bystander for some time.
I only mention it here because they released there top 20 last week, and the big drop was Paul Cozzi ... constantly selling down since Xmas.
It's actually strangely re-assuring that he hadn't singled out CDX, and for personal reasons has had to liquidate some of his entire portfolio.
Because of his investment style, getting in early as a large holder on micro-cap companies he believes in .... it hurts for an extended period of time when he decides to exit some of that position ( simply just not the demand to meet his over-sized supply ... and eventually the bad vibe from constant supply sets in ).
The good news is, looks like the constant supply could be over for CDX ( provided no shock in the 4C !! )
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