Research Notes: Six Months In (Part I)

A review of our work so far with updates on past ideas including APP, NGMS, FLWS and deSPACS

Thanks to everyone who provided feedback in our previous mail. Before we begin, here’s a quick summary of this week’s research notes:

• Our first post was published just under six months ago, and highlighted some of the risks that have since played out in the equity market.

• In that context, our 24 recommendations haven’t done as well as they could have, tho…