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Showing content with the highest reputation on 09/04/2024 in all areas

  1. Yeah there is! I would say that thread and then listening to the management team and reading their annuals. The management team is very aligned and allocates capital with opportunity cost in mind. It was refreshing to listen to them. Other than that growing revenue above 15 percent a year, trading less than 15 2023 net operating numbers. Maybe even less than 10 now. Lots of assets that are worth more than accounted for. Trying to close the nav, but not in a rash way. Honestly though none of the above would make me want to buy it though if it wasn’t for how the management team sounds.
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  2. @mananainvesting There's a massive thread here!
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