Hi Stefan,
I understand this and agree by holding through a cycle is the best approach as the company is not fundamentally affected.
Where I am getting at with my post is that people are attempting to muddy the waters with higher interest rates being a problem for the business to operate. This is not true.
Yes there will be some repricing if inflation actually eventuates but I’m happy to hold a company growing 100%/year that is not fundamentally affected this.
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