Hi All,
Finally built a sizeable position in MSTC today. With the decent moat, optionality due to huge cash, 0 debt, it’s a quality franchise. Even though not too cheap, available at a reasonable valuation (may be because of the government stamp). Bought it with the timeframe of 5+ years. Hope to see management showing us what we envision this business could accomplish.
Disc: Invested, biased.
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