1/2 For reasons of transparency and because I have received many questions: I have just sold my remaining position in $JAKK, which was 2/3 of my entire position. I started buying in March at prices around 14 dollars and published my write-up shortly afterwards. So you can imagine...

Thx for the write-up. Next time you are in Hamburg Area, just reach out to me and the beers are on me.

2/2...how significant this return is for me in this short time in my concentrated portfolio. Jakks is still not expensive, but close to what I had originally calculated as a fair price. The company still remains on my watchlist.

Really nice find. Well done, enjoy every bit of it! Thank you for having presented the case to us this well, also.