5 Comments
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Eddie's avatar

Finally coming around to NVDA!

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sardine trader's avatar

sometimes you can get away with it (eg Transdigm buying up airplane parts manufacturers and raising prices 10x). it helps a lot to be far away from the public eye

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Bristlemoon Capital's avatar

Totally! B2B a relatively easier space to exert pricing power

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Joel Sherwood's avatar

Fantastic insight on one of my favorite Nordic small-caps. Thanks for this. Restacked.

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Bristlemoon Capital's avatar

Thanks Joel! Appreciate the restack!

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