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jugs

08/06/20 9:45 PM

#505 RE: trunovice #502

Disclosing numbers of shares held can be useful to those comparing their own stakes to positions held by others. Of course some investors might be jealous but that's their responsibility.

I disclose my numbers as this helps fellow investors differentiate between serious positions versus casual ones.

Menlo is a major holding for me. I continue to believe the company will do very well when no longer impeded by the pandemic. Patience is key.