Aug. 1 at 6:55 PM
$EBS
Even though we're away ⛵️ and already have combined holdings in Emergent BioSolutions of approximately 3% at an average of
$3.82, the
$EBS share price fall below
$6 presents too good an opportunity not to add to our
$EBS holdings.
In our small cap (<
$500M market cap) portfolios,
$EBS is now our largest combined holdings (as
$ROOT sp has grown approx. 20× since our initial investments between
$5-
$8 and is now in our mid cap portfolios).
The only significant small cap investments we have which have more potential upside than
$EBS in the next 12 months are in
$BZUN (target sp:
$10, current sp
$2.6, potential upside +285%)
Have a great weekend!
.
