We've got the same diagnosis. I just can't find a better alternative. All the things you listed plus the fact that it seems so under the radar that the price is still attractive. It is making me creative as I am finding new excuses to cash out of other things. I just cashed out of an investment from 2001 that is a privately held deal. I won't get the money until mid Sept and I'm fretting because it will be after the conference. But at least I'll have some dry powder again.
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