I disagree with this hypothesis. Attaching a video which I completely resonate with and the reason for which I wouldn’t let go of Heritage or think of it as just a short 5 year story. As long as they keep delivering on their business plan, I’ll retain the company in my portfolio
https://x.com/FundamentalGems/status/1799496350385463337?t=-nkPWpRMUSVJT-OTY8cYLA&s=19
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