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Richard Moyes
Posted: 04 November 2024 15:58:51(UTC)
#1

Joined: 03/05/2019(UTC)
Posts: 2
Given the discount to NAV, this seems a ‘cheap’way into Nvidia and Microsoft, particularly as the remaining
35/40% of the portfolio is a good spread of companies.

Anyone have any views/ thoughts as to why it is at such a large discount. Because of the concentration?

Thanks
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