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Patrick
Patrick_Invests
$TRIT Alright, so the short report doesn't seem too notable given the Rhodium news (which is notable) broke before it was published. If anyone has read the full report behind
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2% position initiated in $TRITQuick summary of key pointsOffers Kratos, a blockchain-enabled, commodity trading and trade finance digital platformManagement projects:63% revenue CAGR and 64% EBTIDA CAGR from FY20-23e70% EBITDA margin11.7x
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$SPLK While the ticker is still hot, I reread the brilliant (hindsight is great) UBS sell call from late October. A couple of key quotes related to competitive positioning and
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