Wasn't my plan, but EGMI just grew faster than any other investment I had. I also wasn't planning to diworsify my portfolio for the sake of diworsification. There also wasn't anything I saw that was a better investment. My timeline is to reevaluate again maybe mid next year, but by than I still might not find anything better. All told I still don't hold 1-2% of the float like some of the heavy hitters, but I'm putting my money where my mouth is.
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