I'm out now. Its above my valuation numbers. Don't get me wrong,...

I'm out now. Its above my valuation numbers. Don't get me wrong, I think the company is great. I used it as a pick and shovel proxy for the infrastructure bill in the US along with LVH which I'm also out of now. They've both done well for me.

However I do see some headwinds:
1. Not sure how the infrastructure spend will play out, congress looking a little stuck and that was one of my original points to invest
2. China slowdown until after winter Olympics may see some pullback
3. With the run up in price and Luke owning so much, I have concerns about a CR or him selling some, this is always a risk with this stock obviously so nothing new there, but it becomes more of a headwind the higher it goes.

I'll happily re-assess once the Infrastructure bill gets a resolution one way or another. Or if there is a pullback.
GLTAH and DYOR