Company Report
Last edited 2 years ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (21m)
20.4% pa
Followed by
474
Straws
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#Selling
stale
Added 2 years ago

I had seen this as an opportunistic purchase ahead of a bumper profit and continued strength in the margin. I still like the value in the business (7x LTM PE) but given the increased politicization of the company, I am cautious of a near-term re-rate.