Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

Water

Adding a Unique Asset to our Portfolio

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Le Shrub
Nov 16, 2025
∙ Paid

Our journey into Boomer-ification ™️continues. As a friendly reminder on what this means, here’s a Meme for you:

Our journey has taken us into various sectors, some more exotic than the others. This next asset class embodies the essence of Life, one we cannot live without: Water.

The following company offers an asymmetric play on this theme, and has a good chance to graduate from an “Event-driven stock” to a “Boomer stock “ with the potential for significant re-rating along the way.

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