@saintex Don’t disagree with you regarding the unknowns on suppliers. Regarding the financials- they are already far better than comparables on profitability so happy to give a bit of leeway.
Anyone who thinks they can forecast the future with any degree of accuracy in my opinion lacks intellectual humility. I certainly don’t know what the outcomes will be - it flagged to me as a possible outlier that I wanted some exposure to and at my buy in price I didn’t see much risk.
Probably not much help to you- overall I tend to find my analyses pretty simplistic compared to professional investors’ reports and the full time investors I’ve met! I’ve done ok nevertheless.
