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Hunting small caps | Turnarounds | Capital cycle | Special situations. Professionally managing capital 📈26% IRR since 2023. ✍️ Institutional research • Articles • Portfolio updates. Margin of safety, long-term and skin in the game are non-negotiable.
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Independent Analyst. Hunting small caps | Turnarounds | Capital cycle | Special situations. Managing capital 📈26% IRR since 2023. ✍️ Deep dives • Articles • Portfolio updates. Margin of safety, long-term and skin in the game are non-negotiable.
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