Great article, thanks. I especially admire your patience and the depth of your research and your readiness to easily pass on a company despite all the research already done if the conditions for you to invest do not manifest.
Thank you, Simon. I'm never in a rush, and always ready for those right conditions to be met. Like so many other companies I've researched, I think this one will be fascinating, regardless of how it plays out.
It's a very interesting business. Long history of profitability and very unique dynamics. Not much has been written on it, so my September comprehensive piece + Mini Monopoly is a good starting point.
Great article, thanks. I especially admire your patience and the depth of your research and your readiness to easily pass on a company despite all the research already done if the conditions for you to invest do not manifest.
Thank you, Simon. I'm never in a rush, and always ready for those right conditions to be met. Like so many other companies I've researched, I think this one will be fascinating, regardless of how it plays out.
I have been looking at UG on and off for a while , wondering if this is the time to really dive deep
It's a very interesting business. Long history of profitability and very unique dynamics. Not much has been written on it, so my September comprehensive piece + Mini Monopoly is a good starting point.
Thanks for reading!