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September 01, 2020 1:37pm
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Early Friday File: A New Model Candidate for the Lock Box

I’ve had an eye on a little SaaS software company in recent months, and this week it goes into the (recently somewhat neglected) $100K Lock Box Portfolio. Why neglected? Well, I started building this portfolio in 2021, and bought most of the investments during that year, getting to about half of my planned total allocation… […]
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