Apr 1 2023
  • bought more $HIFS and $PAR - hopefully those moves are greeted by yawns
  • added Lumine Group $LMGIF via dividend from Constellation - not sure if I want to add any more yet, have to do the homework. Their concentration of companies focused on selling to enterprises is interesting though.
  • watched the ever-volatile $SKYH price roughly 2.5x, might be a bit over-priced today but long-term the prospects still seem sound so no reason to trim

Looking to do a deeper dive into $HIFS and $NU in the midst of the banking turmoil to understand how they’re positioned and if there’s any additional opportunity there. Should be fun learnings either way!

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