Couldn’t agree with you more. Sometimes investors obsess over whats not there more than what is. Simetimes overanalysis leads to paralysis. Its often best to keep things simple.
The simplest proofs of Caplin’s business are:
- The fact that they have never taken on any substantial debt and have still managed scale up on reserves and assets from internal accruals
- Governmeent’s export data which is oretty grannular
If it walks like a duck, and if it quacks like a duck, its probably a duck.
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