@madamswerStill a holder of M7T?Probably had their best year of...

@madamswer

Still a holder of M7T?

Probably had their best year of business performance and worst year of share price performance.

Hypothetical Upside Blueprint for 10 years:
12% Revenue CAGR
20% Profit Margin
50 PE
=
20% CAGR investment return over 10 years.

I think those inputs look pretty achievable from the outside.

The valuation has held me back over the past few years, example:
At current 5x Sales = Chasing a future 20% return based on those inputs is probably worth it for a hit scenario.
At previous 10x Sales = Chasing a 12% return based on those inputs is probably not much of a premium to an index fund.

My main sceptical thought is low founder and management ownership at around 5% compared to say PME at 40%, the thought is always never be more bullish than management or you're probably on the wrong side.