Hi @richdreamz,
How do you defy feeling of regret invoked by prevailing price that wiped out most of the gains on the major(unsold) position?
Page’s conference calls imply sales CAGR of 20%+ for the next 3~5 years. Considering the prevailing PE and anticipated growth rate, chances of PE rerating seem unlikely. How did you judge that current PE will endure so that your capital gains could mimic most of the earnings growth?
TIA.
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