JUL 23 update
Market news and events impacting portfolio positions
Monster Alphabet earnings, strong cloud revenue growth and increased CapEx should calm a bit the AI-bubble-will-burst-soon proponents. Those results should also provide further strength to our portfolio company, expanding its data center campus. Lastly, you will find a video on the largest portfolio position from the biotech space, detailing the major aspects of the business, governance, and the stock price dynamics.
