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Matrice Research Management

About the Substack

Portfolio Manager Andrew Marasco's Investment Memos and Random Thoughts.

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  • Occasional public posts

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  • Subscriber-only posts and full archive
  • Consistent Stock Write-Ups
  • One big winner stock more then covers a lifetime of subscribing to this blog.

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About Andrew Marasco

"Show me a guy who's afraid to look bad, and I'll show you a guy you can beat every time."

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