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Interesting that they are so over-liquid, when they sold off a lot of their Apple stock mid-2024 and Apple is up 22% from then. Not a significant miss relative
by Nevermark 10mo ago
Interesting that they are so over-liquid, when they sold off a lot of their Apple stock mid-2024 and Apple is up 22% from then.
Not a significant miss relative to the portfolio. But a significant miss relative to holding cash.