ATVI Acquired, Small to Mid-Caps and Some Small Updates

Level 5 - Sonic Autist

Welcome Avatar! First of all, congrats to everyone who has owned ATVI since back in the day. We already announced that it makes sense to just sell the whole position at this point and we’ll explain why. If you think the deal has a 100% chance of closing *and* you think you can’t beat ~14% returns in ~12-18 months, then perhaps you should keep it. We’ll …