immagine del profilo
Nice post! Thanks for sharing your thoughts. Makes more sense A) for you as the thread creator and B) for the part of the community that has so far either just bought companies at random or has three random companies compete against each other in a poll.

Back to topic: I also looked at the company recently and calculated a slightly favorable entry opportunity. I was then put off by the fact that I don't know enough about the beauty market and my forecast for the next few years wasn't reliable enough for me.
2
immagine del profilo
@KevinC thank you for your kind words (again)! 🙏🏻

I'm not familiar with the market either, but you could assess the consumers relatively well and simply leave the position size at 1% or so 🤷🏼‍♂️
1
immagine del profilo
@Gerit is definitely a possibility!