Welcome back, Fluenteers! 👋🏻
As the cover might already give it away, this portfolio update will be centered around Adyen. As many of you know, this is one of our positions, and a lot has happened with this business, so we need to discuss it.
Of course, I’ll also be covering some other positions of mine that need some coverage.
There’s a lot to unpack in this update, so let’s get into the portfolio update.
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