Happy you liked the approach, and thanks for reading and commenting. To be honest, quite excited about the valuation of Vitec where it stands today. It is ultra-high quality compounder caught in a negative narrative ("vibe coding will kill it" - which I believe to be false) and temporary headwinds.
Happy you liked the approach, and thanks for reading and commenting. To be honest, quite excited about the valuation of Vitec where it stands today. It is ultra-high quality compounder caught in a negative narrative ("vibe coding will kill it" - which I believe to be false) and temporary headwinds.