Nothing has changed fundamentally since Feb upgrade till now, bad Marco is actually good for CCP, debt is going to be cheap when a numbers of companies will fail to refinance their loans that’s where CCP will buy cheap debts, SP may suffer due to macro but company fundamentals will get better & better till all the rates are set in.
good times are ahead, CCP is a recession proof company. Plenty of free cash in the kitty & a number of BNPL companies are going to get burst.
i actually bought back in, PE is hardly 16...I think it is oversold.
CCP Price at posting:
$22.55 Sentiment: Buy Disclosure: Held
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