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Great article...a year later it's still timely. Would be interested to know if your tracking TPG involvement with ESGC? Any thoughts?

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Not too closely but I'd say TPG has more-or-less been in clean-up/exit mode on Bill M investments. I would guess they're close to out of ESGC, but I find it pretty interesting how well the stock has held up despite selling pressure from a large holder.

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