RE:Wasn’t surprisedTaylor Dart says its a clean deal i.e. no overhang from warrants. Continues to see it as a top-3 developer with a path to significantly higher valuation if it can execute successfully, and is comfy owning this name. Not going to say any more since this is from his private newsletter, which anyone can subscribe to. I may buy more since I am still (just) above water at this price.