Hey Rokewa,
I too appreciate the constructive analysis without the BS on this thread. I have an average entry price just below $3 after accumulating over the last two years. Very excited about the scalability and leverage within this company. I love the fact that Mgt have stated costs with be static but my only concern is revenue growth as they mature. I still believe it is there but watching carefully, and hopefully the recent acquisition delivers.
it was an interesting read re your approach with the 6 high conviction stocks. It would certainly require a lot of discipline... I like to spread my money in small increments and then either add or dump as the story unfolds. PPH is my 4th biggest now. Are you willingly to share your best pick?
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