Audinate is a good company with a very bright future.   It was certainly a stock to grab back when it plunged during the Covid-19 March sell-off in 2020.    If for whatever reason there was a further Covid-19 sell-off in 2021 or 2022, I would certainly look to grab it again.

For the purposes of my Strawman portfolio, I am opting to take some profits here as I think the valuation is quite fluffy.   I am torn because my overall strategy is to hold good business for an extended period of time and enjoy the wonders of compounding returns.   I may come to regret selling it here, but I would like to free up some cash for alternative options.  Still, a 100% return isn't too bad.