Lesson from this – sometimes you are just early, not necessarily wrong. 20% CAGR in spite of looking like an idiot for a period of 5 whole years. No P/E rerating in this counter yet, multiple is still in the same range, all gains are due to earnings growth
Patience does pay off, provided you are patient with the right businesses
Disclaimer: High risk, low liquidity legacy bet from 2016. Not part of the external capital I manage. Not an investment recommendation
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