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Straws are discrete research notes that relate to a particular aspect of the company.
Grouped under #hashtags, they are ranked by votes.
A good Straw offers a clear and concise perspective on the company and its prospects.
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Valuation is based on NTA post-tax. Using April 22 update.
Currently holding 11.84% cash.
End November Post Tax diluted NTA of $1.62. Still appears to be outperforming the market.
Negatives to watch:
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