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Showing content with the highest reputation on 08/12/2024 in all areas

  1. Viking, thanks again for your incredible depth of research. Has the company really changed so much or have they simply learned from their mistakes? A company doesn't grow BV at a CAGR of 18%+ for over 35 years by accident. I loosely followed the company all throughout the 2010s and have the same questions now as I did then about some of the more public investment mistakes but now we recognize that management took ownership of their mistakes and moved on. It was their "taking ownership" part that convinced me to invest; still looks like the same company to me, albeit that much larger.
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