I am relatively new to VP community. I have been mostly reading others opinions/comments. I am in the same boat as you with regards to GLS. I have taken a tracking position in the stock and watching closely whther to increase further.
I agree with your assumptions. While I am no expert in this API / CMDO space, the current valuation provides reasonable margin of safety. Also, no debt is a plus and if your time horizon is long term, I see little risk in buying it at the current levels.
Any counter points are welcome. Please share.
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