Hi Psychiatrist, Think my VOC holding is a valuable lesson in the buy and hold of businesses with a true competitive advantage and seeing the calibre of management in place. See similarities with another large holding in CTD in which they never look cheap with a large premium for business model for scalable growth. Invested in RXP for exactly the same reasons. Sure VOC will eventually be taken over but $6 within 12-18 months I feel is a realistic target. Would rather there be no dividend at this stage, instead putting that money back into the business.
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Hi Psychiatrist, Think my VOC holding is a valuable lesson in...
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