Interesting. I don't know the company very well, I will take a look at it. If they continue to increase their FCF it can be really interesting indeed (even though stock-based compensation is very high...)
Appreciated this. Great to look back, and great to see the quick summaries of what you like in your new favourites. Will be interesting to look back in a year.
Thanks for the feedback. Next year, I’ll definitely track the performance of my 2025 picks, along with my 2024 picks, as these selections are meant to stand the test of time
Long KLAC.
Appreciate all your effort, and there is definately some food for thought in your report. Personally, I will stick with GRAB for 2025.
Interesting. I don't know the company very well, I will take a look at it. If they continue to increase their FCF it can be really interesting indeed (even though stock-based compensation is very high...)
Appreciated this. Great to look back, and great to see the quick summaries of what you like in your new favourites. Will be interesting to look back in a year.
Thanks for the feedback. Next year, I’ll definitely track the performance of my 2025 picks, along with my 2024 picks, as these selections are meant to stand the test of time
Thanks for the suggestion, I will take a look!