Best of luck in those 3 positions. I mean concentrated positions are one thing. However add to that, microcaps with anemic liquidity, most outside the US, and that's about as risky as it gets IMO ! Just curious. Do you keep a long term track record of your avg yearly gains playing that way ?
Right now I have 6 positions, with the average market cap about $400M, and average daily liqudity of around $1M.
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