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Last edited 8 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#205
Performance (2m)
1.8%
Followed by
480
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Last edited 9 months ago
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#Selling
stale
Added 8 months 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.