Having watched the online meeting a couple of times i found myself compelled to dig deeper and have read the last few annual reports and all of the most recent announcements. This is a high quality team with a dedicated long term focus and a proven track record of outperforming the market with team invest over many years! Growing revenue and earnings to boot! Had had next to no love over the past year or 2! What on earth am i missing. It seems to be a great opportunity for a long term minded investor! Currently on 6x earnings. Can someone point out the bear case for me please?