New holder. What's not to like: great growth, cashflow,...

New holder. What's not to like: great growth, cashflow, well-regarded product, CEO who's focused on the business and not his own personal brand, money in the bank... Only question is how long is the runway for this company and their product. Will it be a $500m MC in 5 years, 1b, or more?

Good long hold at a time when the market is messy and you want to be holding quality companies that actually make real money.