11 Comments
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James | Slack Capital's avatar

Thanks for the shout out of my eXoZymes report!

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Yegor's avatar

Very interesting!

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StockOpine's avatar

Thank you for mentioning our Evolution Ab valuation update! 🙏

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Yegor's avatar

Great stuff at StockOpine, as shareholder of EVVTY, I appreciate those valuation updates!

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Jimmy Investor's avatar

Thank you so much for the mention, Yegor!! 🙏🏼🙏🏼

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Yegor's avatar

My pleasure, good list!

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Brian McCann's avatar

Thanks for the mention! I appreciate it!

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Yegor's avatar

My pleasure, I enjoyed reading it

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DuckPond Value Research's avatar

Thanks for the mention of WizzAir thesis!

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Yegor's avatar

My pleasure, keep up the great work!

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Neural Foundry's avatar

Love seeing OPEN included in the video formats section of this compilation. The YouTube coverage has been pretty solid on the PropTech space recently, especially with how much volatilty the stock has seen this year. This BWM format is incredibley helpful for finding diverse perspectives on companies, I particularly appreciate how you organize it by company write ups, earnings, briefs, and then audio/video. The sheer breadth of coverage in this edition is impressive, must take a ton of time to compile. I've been following OPEN closely and it's interesting to see it pop up in multiple sections of the Substack investment community. Thanks for putting this together every two weeks, it's become one of my go to resources for discovering new write ups and anlysts to follow.

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