I have always loved this business and is one of my largest holdings in personal and Super accounts. Love the management, conservative estimates, and exceeding expectations.
Few questions? 1. Are you a buyer at these levels.
2. How is the USA business going? This for me is always the holy grail as I know the amount people who are in debt in the USA. This is mainly related to medical debt and I recently stayed in a residence of an 87-year-old gentleman who has made north of USD 100 million just by collecting medical debt for more than 60 years. He did tell me 2020 was the best year on record.
3. Do you anticipate any regulatory risk? This is always one of the concerns as they are becoming more and more dominant in Australia.
CCP Price at posting:
$28.34 Sentiment: Buy Disclosure: Held
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