Yes. I am also still holding DGL. Possible consolidation for the 3 recent IPO (Cettire, DGL and Camplify) given their performance since IPO, if the market weakens. But still likes these 3 stories. Looking for the next ones with a similar profile. Maybe among the next IPOs.
One sector I also like a lot is the thermal coal miners (WHC and NHC), not only for the valuation. The story discounted by the market (rapid end of coal mines) looks to me particularly pessimistic. Interesting to see what's happening now in Europe, where they tried such a scenario. Another interesting sector is oil, for a similar story than coal.
