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First Principles's avatar

Really terrific piece. I've also been looking and reading about Judges and the developing university situation. I saw the Congressional appropriators move earlier in the year and thought the firm might be a beneficiary, but I hadn't fully appreciated the Geotek reversal. Thanks for writing it!

Best Anchor Stocks's avatar

You are welcome! And agreed, just has kind of been the perfect storm

Charlie Huggins's avatar
Best Anchor Stocks's avatar

Great note Charlie!