The chart, and all the latest developments with Fidelity taking a position in LVT, as well continued ARR growth, no matter how slow, bodes well for SP.
This may be the pivotal point where the SP rerates into 30s and hopefully higher still.
Yet, because SP has lacked conviction in the past 6 months, it is very hard to pull the trigger and to buy more now. But the feeling I get is that momentum has clearly shifted northward.
Holding 385k, which is a tonne for me, and happy to let it run for better or worse. Eventually it has to go up, as
ARR inches closer to 100 million. This should happen by end of 2022, or thereabouts.
Patience.
100,000 Club, page-70
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