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Leveraging Network Effects

February 23, 20230Comments

by Italo Mendonca

We closed this Long Idea on August 22, 2025. A copy of the associated Position Close report is here.

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– MasTec Inc. (MTZ) – 4 reports
– AMC Entertainment (AMC) – 4 reports
– Eventbrite (EB) – 4 reports
– Equinix (EQIX) – 3 reports
– Cummins (CMI) – 3 reports

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