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[@jptissot1](/creator/twitter/jptissot1)
"A Tale of an Asset manager who dared to get involved in Intellego and even wrote about it Long message In my last letter I mentioned that we had initiated a small position in a controversial company Intellego placing it in the "convex" segment of our portfolio. Since then we have fully exited the position; the very small remaining stake was sold over the last few days. I thought it would be valuable to share some thoughts on the experience. The reaction to that single disclosure was something I had not anticipated. I received more inbound questions and comments on this one tiny position than"  
[X Link](https://x.com/jptissot1/status/1976288035965714626) [@jptissot1](/creator/x/jptissot1) 2025-10-09T14:06Z 4499 followers, 20.2K engagements


"@david_katunaric Spot on Most of those visible value investors are good at marketing And Buffett quoting/cloning. Zero original ideas and gatherings are boring as hell"  
[X Link](https://x.com/jptissot1/status/1978843892020625734) [@jptissot1](/creator/x/jptissot1) 2025-10-16T15:22Z 4497 followers, XXX engagements