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Underlying Value's avatar

I've exited ~50% of my position in the run-up for what I perceive to be better opportunities. I remain excited about their set-up potential in 2026.

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Capital Employed's avatar

Nice write-up, will include it in our next Best Stock Pitches letter.

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Underlying Value's avatar

Thanks! Feel free to use the vst one as well, I like that set-up better at the moment.

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