Abosultely agreed. I could not put this thread down. Just like a movie, there are many ups and downs in the business narrative and numbers. There is mystery about whether there are corporate governance issues, whether margins will sustain, etc. All credit to Valuepickr and the members for bringing out such variety of well thought arguments.
Due to all the moving parts and multiple possible outcomes, this business is a perfect example of a quote from Mr. Buffett: “a business is should be viewed as an unfolding movie, not a still photograph”!
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