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Now turning to $MKTX - first position mentioned in Q4 2016 commentary.
Initial thesis focused on the potential for rising rates, but *quality* gave them confidence in the stock above an immediate catalyst.pic.twitter.com/EAo37KAVX4
The next mention of $MKTX comes in Q1 2018. The quality of the business hadn't changed, so their long thesis didn't change:pic.twitter.com/1LKFpI5t3O
Their Q3 2018 letter wrestled with $MKTX's high valuation and rationalized holding despite pressure on the stock. Competitive dynamics still supported a long thesis, so Upslope kept its diamond hands holding on:pic.twitter.com/rxx2Wpc0by
Since then, Upslope's thesis has held firm - a *high quality* business with a dominant market position can keep going up even if valuation is high. The stock has crushed the S&P since they bought, so they've been right so far:pic.twitter.com/5Kr80L3OIA
I encourage everyone to read their quarterly letters if you haven't already - Upslope provides a wealth of good investment info & analysis and shares consistently.https://www.upslopecapital.com/q-letters#letters …
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