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Pinned straw:
Lakehouse Capital February letter discusses the following about Nanosonics
June 23 views
https://www.lakehousecapital.com.au/wp-content/uploads/2023/07/LSCF-2023-Annual-Letter.pdf
Thanks for the share @Valueinvestor0909. While the spill about Nanosonics is interesting, their analysis around the macro environment and their broader portfolio (20 stocks in total) makes for good reading.
I used to read the LH updates regularly, but haven't now for a while. Have to catch up!
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