Hey partner,
One of our top picks in the mid-caps thesis has just proved to have supportive price action and order flow.
I suspect other institutions may be leaving enough behind on the tape to confirm what I am looking for out of this company and coming earnings.
Due diligence coming in a separate post this week so stay tuned.
Last time I saw a deal this good was Workday (now up 40% since added to the Offside Portfolio.)
Here’s what I’m buying and where:
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