#FEVR

[THREAD]Fevertree (FEVR) has everything you’d want in a long-term, high conviction bet. The company’s led by founders who own ~10% of the company. They make a differentiated, premium product in
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NOVACYTGood question.#NCYT has been installing Q16s and Q32s weekly now in the NHS, so what they've done with the care home trial is expand it now to include the NHS
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My biggest position is Calnex #CLX. Background: it provides devices to telecom operators like Verizon. Verizon uses these devices to make sure their telecom systems can deal with the huge
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