I remember a similar type conversation with xero a few years ago. I bought at $17 after a fall from $36ish with commentators saying they aren't cash flow positive. High cost of maintaining customers. Etcetera. They fell to around $14.
I think this is the same. People aren't willing to see that slow compounding occurring before the real compound benefits kick in.
I plan to wait and potentially top up. Only reason I haven't is I am not short of a fair few.
I remember a similar type conversation with xero a few years...
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