@TheCashFlowCompounder I think your analysis was spot on, but, I do think a relevant aspect to consider is their leadership. David Veléz has stated that the companys resources are mainly invested in its techonological development. I think it is rational to wait for it to become a more mature business before entering a position. I have a small position which I will keep for the long term
That’s true! I like your approach of having a small position in order to track the company’s evolution. Although I don’t own it, I’ll be keeping an eye out for sure!
Was waiting for this one! btw I love the presentation format you use for evaluating stocks for your videos
Thank you so much! What did you think of the analysis? I love the company but am having doubts especially due to their valuation
@TheCashFlowCompounder I think your analysis was spot on, but, I do think a relevant aspect to consider is their leadership. David Veléz has stated that the companys resources are mainly invested in its techonological development. I think it is rational to wait for it to become a more mature business before entering a position. I have a small position which I will keep for the long term
That’s true! I like your approach of having a small position in order to track the company’s evolution. Although I don’t own it, I’ll be keeping an eye out for sure!