“it's down by 40% in less than a year because of the fear…” — Capital Allocators – Inside the Institutional Investment Industry at 35:31
“it's down by 40% in less than a year because of the fear of disruption. Its earnings growth is fantastic. The earnings growth continues high and expectations offer it to continue to be spectacular through something like 2028. Beyond that, we don't know. It's croaked in price. The multiples”
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