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I'm still early in my investment journey, so I feel the need to prove my consistent ability to come up with the very best investment ideas based on rational analysis. My $LVGO investment represents this. I've worked alone, during a time when it was completely ignored, bought..
shares below $17 (partial >9x in <1y based on the fact that $LVGO touched >157 pre-market), own a decently sized position with an avg cost of $21.606 where I still own 78% of.

It's not a pretty way, but for me, having a low avg cost is a suitable way of showing: I do the work.
Beyond that I wrote a super rough 6 page writeup on $LVGO in September, that I gave to @FromValue (his first PotentialMultibagger pick was $LVGO, currently the single best performing stock of his very recommomendable service) and a one-pager on the wonderful Founder Glen Tullman.
If anyone wants to due diligence my stuff, happy to send them those two writeups & more importantly: generally spend time with them. (writeup style is rough, but I like it that way, because to me, investing is serious and I dislike formalities & boring people, which underperform)
You shouldn't forget that I'm doing this full-time+energy (it's fun!) & that I'm a super happy person that quit university without any degree based on the feeling that I don't need this & that I owe my education to myself based on ages of learning, not to schools + university...
Random comment: I've been a bit lazy writing a new annual letter so far, but that's also precisely because stuff is working SO well fundamentally on a broad basis, - and I haven't been lazy at all working on investments, it's just that I didn't interupt this by sharing too much.
And my style already has developed into something that's a bit tougher to talk about because I have so many positions. But yeah, still definitely going to write another letter sometimes soon. Just am enjoying the game itself so much and am operating from a position of strength.
Beyond that, no matter what happens, as soon as I have enough capital, I will self-fund some public investment vehicle, because I perceive it as my duty to enable everyone to invest alongside me. (If it turns out that I suck, market will naturally devest from me & that's fine).
Further, like most things I write, my 2018 AL isn't supposed to obsolesce immediately, but to be insightful for long periods of time. I don't try to waste time on things that change too quickly. (Still long, for ex: $TCEHY, $JD, $YY, $BABA, $MOMO, since I published my 18' AL) &
I probably will continue to own $LVGO for years to come. Am not a shareholder of $TDOC as of today & never was, but will research them over the next months, but "in theory" / "on the most superficial level" such a combined entity makes sense for everyone involved.

thx 4 reading!
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