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General Comments / Chat, page-5698

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    brilliant post. Clearly shows the consistent and positive activity of the team.

    I really like the framework on reviewing the investment... it looks deceptively simple and useful/practical. I’m definitely going to put some numbers against it. (my brain is already trying complicate it though by trying to do it on a portfolio basis and think about how to make decisions on adding/removing of its not optimal).
 
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