My thesis could have been word for word and I share the same ideologies. It is a winner and I do see the long term potential...
I suppose it's more of a portfolio tool and I've broken it over 16 years a few times and let winners run on high conviction ideas. BOSS is certainly that, I suppose I have to see where I fit if we crack closer to that price.
I didn't expect it to be such a big weighting. It does not make me nervous what so ever. I've got a big buffer...
On the pullback on DeepSeek and then the Panic Monday from Trump tarifs I loaded in heavy, and then it ran up.
In my thesis I did make notes of it being a $4-5b MC company over a 5year period and a potential dividend payer with yields based on my initial entry price which is very attractive.
I have a few high conviction ideas and I don't see me selling boss to allocate more money to any of them especially a new starter position or a speculative buy...
More than likely set and forget....and no doubt be rewarded.
Appreciate your inputs, always welcomed to get insights into the strategies of others.
BOE Price at posting:
$3.98 Sentiment: Buy Disclosure: Held
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