Hi, Welcome to my first english article. I have prepared drafts/deep dives about new companies that I will publish soon, but can’t release them yet as this blog became bigger and they are super illiquid and accumulation of shares continue. We will get to them in the future. Instead of that, I will go today back to the company I wrote about and owned. The thesis worked exactly as I assumed and lined up. I don’t know how many times that happens, so I would like to go back to my decision making process because I actually
You might like to look at IRIX in a similar situation