Ive said this a number of times now; this is my largest portfolio holding. CAA is going to annoc a very impressive set of numbers. In my view this will continue for at least the next 5yrs.
Dont worry about current SP. You want to be patiently accumulating. All the macros and micros have aligned. You need a big position to make big dollars. Opporunities like CAA dont come around very often. Hence you need to go hard. Mark my words (lets report back after half yearly on 20th of Aug).
CAA Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
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