Long Thesis: Shelly Group Update

Sean
Apr 10
1 min read

I updated my long thesis on Shelly Group SE and posted it on Value Investor Club.

You can find the writeup here:

https://valueinvestorsclub.com/idea/Shelly_Group_SE/3207231844

The fund has been long Shelly Group for over 2 years and we continue to believe in the management and growth story.

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