tags:

• thesis/growth
• analyst/rogue-funds
• sector/Inc. ...

Our 2nd largest holding, Sezzle ($SEZL:NASDAQ), continues to perform above expectations and I expect this trend to continue. I wrote in my initial post, (here) Sezzle had numerous avenues for future growth and this is turning out to be true as they begin to approach new highs in revenue with their more profitable merchants and new revenue streams. Through that initial post I was able to highlight that this was a great value investment with plenty of catalysts. That has turned out to prove true as the company continues to fire on all cylinders.

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