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Tim,

many thanks for sharing your thoughts on CX. This helps a great deal in understanding the risk/reward profile. And it makes me feel
that much more confident about holding for now - and setting rules for when to exit.

Also, let me congratulate you for an outstanding job so far, after Bill's departure. Both on the boards and on the site. (Not to point fingers, but when I compare GG to my other MF newsletter subscription, GG wins hands down in terms of value provided.)

All the best,
v.
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