Portfolio Alert - Why We're Adding to These Two Winners

Buying more of a great serial acquirer and impressive cannibal

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Tomorrow, we’ll be adding to two already existing positions. Putting cash to work whenever we see opportunities, while still maintaining a sound portion of liquidities on the sidelines (nobody knows anything about the future): that’s our game plan.

Our personal cash balance has been swelling a bit beyond our target as of late. We don’t necessarily buy every month but for these two companies, we think good long-term deals can still be made and so we’ll share them with you.