Everyone is different, my initial investment was 2015 and 2016. So I have been free carrying for years.
So obviously, I am coming from different perspective.
In general, in the coming months everything will be revalued, so there are a lot of subjective risk evaluations people will need to take in the retail space.
In terms of your question, even if you are correct and the revenue has been baked in. For me I dont have to do anything, so it is up to the individual investor to access how Xero is placed in their wider portfolio.
The question is only, how low will it go? And if you think the revenue growth and potential matches your risk profile?
For me under 85 AUD would be a buy point, based on my assumptions.
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