Jan 5Liked by The Rational Walk

Thank you for the great analysis of the vertical software and Journal Technologies.

With regards to the investment portfolio, in some of there is mentioned that there was an undisclosed international position. I saw recently that position likely is Tencent. https://www.reddit.com/r/brkb/comments/zo9ktn/charlie_munger_has_invested_in_tencent_at_the/

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Dec 28, 2022Liked by The Rational Walk

Thank you for a very useful analysis of the vertical software. As both a user of vertical software and as a shareholder for several years of Consolidated Software I learned a great deal. Thanks!

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