I enjoyed the format in which you reported, especially the way you structured the parts and commented on them individually, which didn't create distortion in your views and expressed it clearly. I like the company. The growth trend needs to be monitored, especially inventory levels and recieveables. I still think the valuation is high, at 50 times earnings. I am willing to pay 30 times TTM earnings, no matter how wonderfully they execute, in pricing you gotta maintain discipline, cause that's all that matters.
Thank you! I really appreciate the feedback on the format. I’m glad it resonated.
You're spot on regarding inventory and receivables. Those are the key health checks to watch going forward. I respect the strict 30x discipline. It’s a great way to avoid blowing up, even if it means missing the occasional high-flyer.
Let’s see if the market gives us a better entry point!
I enjoyed the format in which you reported, especially the way you structured the parts and commented on them individually, which didn't create distortion in your views and expressed it clearly. I like the company. The growth trend needs to be monitored, especially inventory levels and recieveables. I still think the valuation is high, at 50 times earnings. I am willing to pay 30 times TTM earnings, no matter how wonderfully they execute, in pricing you gotta maintain discipline, cause that's all that matters.
Thank you! I really appreciate the feedback on the format. I’m glad it resonated.
You're spot on regarding inventory and receivables. Those are the key health checks to watch going forward. I respect the strict 30x discipline. It’s a great way to avoid blowing up, even if it means missing the occasional high-flyer.
Let’s see if the market gives us a better entry point!
Yeah, The business has solid compounder potential. Are you a shareholder now or waiting for the right price?
Watching it from the sidelines for now.
Same here!