3 Comments
Sep 24Liked by Alex Sweet

I own it too, good company in interesting niches. Exilva could bring large upside but has taken a lot longer than thought.

Expand full comment
Oct 6Liked by Alex Sweet

Very good write-up. The company has been on my watchlist for a long time and the underlying quality seems to be even better than I thought.

Expand full comment
Sep 24Liked by Alex Sweet

Another thorough report!

Expand full comment