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Minotaur Global Opportunities Fund's investment thesis on PD CD Projekt SA ($POLAND STOCK EXCHANGE-CDR) — Q3 2025 | Buyside Digest

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$POLAND STOCK EXCHANGE-CDRNASDAQPD CD Projekt SA

BULL

Minotaur Global Opportunities Fund—POLAND STOCK EXCHANGE-CDR

Fund Letter

Q3 2025

Published September 30, 2025

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In the September 2025 Quarterly letter, Minotaur details its cautious stance on the US market, choosing to remain underweight due to policy volatility and high valuations. Conversely, they are...

— Minotaur Capital Management Pty Ltd

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