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Tenbagger2024@Tenbagger2024
1Semana
This is what happens when the founder (Mark Leonard) is still CEO. A great compounder that should continue to benefit from AI.
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The W.@thewolfofallstreetz
1Semana
@Tenbagger2024 The maximum drawdown in the last 20 years was less than 30%. One could even think about a long-term leverage trend support here. With an EV/EBIT of less than 40-44x, they are on my buy list, currently at just under 52x.
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Tenbagger2024@Tenbagger2024
1Semana
@thewolfofallstreetz is a good pension insurance
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The W.@thewolfofallstreetz
1Semana
@Tenbagger2024 As long as Mark Leonard is at the helm, I would sign that.
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