Forum Topics SHP SHP Conviction
loshell
Added 2 years ago

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@TEPCapital I've been following the various lines of thought on SHP for a while and as one of the more vocal evangelists of SHP as an investment opportunity, I'm curious to know if your removing it from your SM portfolio represents a loss of conviction or something else?

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loshell
Added 2 years ago

> Hope that helps!

Indeed, really appreciate the write up and understanding your reasoning.

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