Re: Paragon Capital Management
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Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications
Message: Re: Paragon Capital Management
What I find telling is that Poet is their 3'rd most concentrated position, at 0.98% of Poet market cap. Most others are less than 0.1%. So Poet is high conviction holding for Paragon
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