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Alluvial Capital Explains Why This Holding Makes Up 11 Percent Of The Fund

|Includes: ALJ Regional Holdings, Inc. (ALJJ)

Dear Superinvestor Bulletin Follower,

If you have followed me for a while you will know that all of my ideas are sourced from the portfolios of the world's top investors.

Call me crazy but I think that the best investors make the best investments.

What I really like is when I find a great investor making a concentrated bet on a particular company.  Ideally I'm trying to build a portfolio that consists of high conviction investments from many different top investors.

These investors generally only overweight a company when the risk/reward relationship is unusually favorable.

Alluvial Fund's Q3 letter discusses why they have made one company an 11 percent weighting in their fund.  You can take a look at that letter through the link below:

Alluvial Capital Q3 Investor Letter

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Every idea that goes into the portfolio of my subscription service is a high conviction idea from one of the best investors in the world.  As a group these investors have significantly outperformed the overall market for decades.

If I build a portfolio made up of ideas from a group of investors who generate 15 to 20 percent annualized returns shouldn't my performance match the group? should actually do better since I don't pay their performance and management fees which nick up to 5 percent from their returns.

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Reese Morgan

Editor, The Superinvestor Bulletin