Andrew Wellington added CPAY · Corpay, Inc.
$239M · now 3.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$463 now
Our estimates disagree too much to call this one.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。