I'm on malmanu with this one.
Comparing Bulletproof with the Googles, Amazons, CBAs and even Xeros of the world is a fundamental misunderstanding of what the company does.
Amazon is Audi. And BPF is currently 1 of 22 authorised Audi service centres. It's not going to become the next Mercedes.
Even if you like the macro tailwinds, there's no rush. The last presentation highlighted that there's 6% of shares held by unnatural owners (original SPA investors) becoming unrestricted during March.
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