FWIW - I took the opportunity to top up again today with another 5% stake addition. I don't see any reason to be anything other than confident in this investment until a change in fundamentals alters the investment thesis. It is growing so fast and has such a huge TAM, worrying about valuation is just pointless. We are years and billions of $ away from reaching terminal growth rates or anything like it.
KM
APT Price at posting:
$32.08 Sentiment: Hold Disclosure: Held