Yonathan's avatar
$98.2m follower assets
Joshua Simka's avatar
Fascinating, @y4l.investing! I love obscure little microcaps just like this—especially international ones. The way I see it, an opportunity like this truly rests on leadership's style and expertise managing these kinds of assets and to that end I'd want to really get to know them. Looks like Kuppy runs a blog at https://adventuresincapitalism.com/ and I think it would be required reading for anybody looking to take a position in "YAK."
Yonathan's avatar
I agree. I read his blog and think it's interesting and insightful, even if I personally disagree with some of the premises /views.
Chris Tolvkin's avatar
Thanks for the great insight, as always @y4l.investing

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