haha no motivation man. i am an accountant by training so its just my analysis brain really trying to see what everyone else sees. i would love to own these but i just cant fadom valuations with the same tail wind optimism as most. by any means look at what happened to usa over night. the 10 year going up shifted valuations every where. thats not a by product of me or anyone, but the market going else where when reality sets in. i could be wrong but the future will tell. if a business with the propensity to not generate large profits makes sense at 300 mill valuations then so be it the market will do as it wants regardless of what i think
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haha no motivation man. i am an accountant by training so its...
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