I do still like these guys long term. No reason to think...

I do still like these guys long term. No reason to think anything has changed there. But, I think you need to think growth will come back into fashion again soon before investing.

Personally I think markets may have a bit more to fall so am not quite pulling the trigger yet.
However, the current 11/12% discount is very tempting. I can't remember it being much lower?
If interest rates do indeed fall later in 2023, I believe growth stocks rally, in the short to medium term at least, and the discount disappears pretty quickly as investors get back on board.