Share this postPortfolio Weekly thepopularinvestor.substack.comCopy linkFacebookEmailNoteOtherPortfolio WeeklyPortfolio Weekly 0:00-53:24Paid episodeThe full episode is only available to paid subscribers of The Bottom-Up BulletinSubscribe to listenPortfolio Weekly 1/3/2024Robert ReynoldsFeb 29, 2024∙ Paid15Share this postPortfolio Weekly thepopularinvestor.substack.comCopy linkFacebookEmailNoteOther1ShareWeekly changes to the portfolio:Purchased:27/2/2024 - Increased MDRX by 1% of AUMSold:27/2/2024 - Reduced CROX by 1% of AUM Topics discussed:00:00 A brief overview of Veradigm filing problems 06:32 V…Listen to this episode with a 7-day free trialSubscribe to The Bottom-Up Bulletin to listen to this post and get 7 days of free access to the full post archives.Start trialAlready a paid subscriber? Sign inPortfolio WeeklyTopics associated with portfolio holdingsTopics associated with portfolio holdingsSubscribeAuthorsRobert ReynoldsRecent PostsPortfolio weekly Apr 25 • Robert ReynoldsPortfolio WeeklyApr 18 • Robert ReynoldsPortfolio WeeklyApr 11 • Robert ReynoldsPortfolio Weekly Mar 28 • Robert ReynoldsPortfolio Weekly Mar 21 • Robert ReynoldsPortfolio Weekly Mar 7 • Robert ReynoldsPortfolio Weekly Feb 15 • Robert Reynolds