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Adding to an existing position today 🧠

Fantastic Company at an attractive price

I’m adding to an existing position today. The company is experiencing temporary (in my opinion) headwinds and the stock has fallen to an attractive price. I like the industry as it will grow aggressively in the next 5-10 years, and I believe this company will continue to have a dominant position. The company has fantastic fundamentals, high margins, return on capital, and growth levels. Additionally, the company is founder-led. The company has crushed the S&P500 over the last 10 years with a compounded annual growth rate of 30.4%:

Source: Stratosphere