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I’ve previously shared my investing thesis on Dutech Holdings:
Dutech Holdings Investing Thesis
In fact, I was actually a bit surprised that I’ve only written 1 post on Dutech, seeing that Dutech Holdings is a company that I’ve done a ton of work on, and it is currently and will likely be one of my core positions longer term, making up 26% of my portfolio.
Just to recap: I took up a position ...
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