RE: LBI Weekly Holdings and Income report - Week 54 - week ending10 August 2025

Gotta let it ride for now. The mechanics behind LEO and LSTR should support much higher prices down the road. This is why I was advocating buying up LEO when it was so low, rather than diversifying it out, but at least we didn't empty the coffers. Very happy you made the call on the LSTR. That seems like it is really going to help the fund overall far into the future, and will give it some flexibility down the road.

For my money, I think we should see where this wave takes us. This is just the tip of the iceberg.