BSX was the stock I was the most bullish about early last year.
This has somehow turned into my most frustrating holding.
I have 5 stocks in which I am weighted over 10% of my portfolio each, MIN, GRR, IXR, QPM and BSX.
They have all significantly rerated in the past 6 months except BSX who went backwards despite having 10+ drill rigs on site operating at a third of the cost in Australia.
I can't believe we got so little to show for it so far.
BSX Day to Day SP discussion, page-913
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