good business model, against poor (or overvalued share price.)
So yes my posts might be regarded as 'cryptic', beause of the conflict between investing in higher quality companies (WOW is quality), and the price paid for that investment.
Summary: WOW is a quality company. WOW share price over valued (maybe not significantly overvalued as like in prior periods, but still overvalued). (price is what you pay, value is what you receive).
Not enough margin of safety yet, so I am on the sidelines.
I am attracted to the quality of the company though.
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