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Golden Bear Capital's avatar

Also TISG is interesting

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Rob Kempers's avatar

Well done.

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Poor Charlie's avatar

Well written research article. How do you think about the cyclicality of the company?

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Summit Stocks's avatar

Thanks! I think cyclicality is mimimal considering the customer base of UHNWIs an the order backlog which makes for predictable revenue streams. Order backlog is always really high so I have no concerns for cyclicality

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