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Oliver | MMMT Wealth's avatar

All quality compounders. I did a deep dive on Dino not so long ago but haven’t followed as much recently. Distracted by the likes of $SOFI $HIMS $PLTR.

Incredible long term hold though I think.

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Invest In Assets 📈's avatar

Yeah, a great business indeed with low valuation and in one of the fastest GDP growing markets globally (Poland).

I naturally shy away from some of the most popular names like Hims and Palantir because because they are not within my quality based strategy. However, I can see that I missed out big time on Palantir, but at 55x EV/Sales im not sure how it will end tbh.

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The FIRE Movement's avatar

Anyway it’s very difficult to rely too much on PEG in this moment. The worldwide scenario is unstable and the projections could be fallacious

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