Not personally no. Not quite cheap enough and growth has been a bit dissapointing. Decent chance it will still outperform though as it trades at an undemanding 8-10x 2024 earnings.
But feel free to ignore what I own personally, lately what I think is a high conviction idea has been a mediocre predictor.
Thanks for sharing, all thought provoking ideas :)
great stuff thanks, are you still long currency exchange?
Not personally no. Not quite cheap enough and growth has been a bit dissapointing. Decent chance it will still outperform though as it trades at an undemanding 8-10x 2024 earnings.
But feel free to ignore what I own personally, lately what I think is a high conviction idea has been a mediocre predictor.