patientcheetah

patientcheetah

same business, same personality, same outcome

patientcheetah

ROIC 30%+ Revenues 30%+

patientcheetah

know your paces

patientcheetah

trends are your friends

patientcheetah

recognize powerful pattern

patientcheetah

pluses: 7% yield, low exposure to government revenues, acquisitive post crisis minuses: customer concentration, related party transactions

patientcheetah

illustration of years of frustrations unleashed

patientcheetah

too fast and too quickly

patientcheetah

I thought we are going to have inflation and bonds are going to crash and burn

patientcheetah

big pictures vs media nonsense

patientcheetah

be patient and wait for confirmation

patientcheetah

no insurance yet

patientcheetah

you know exactly what to do

patientcheetah

keep guessing because I also don't have a clue

patientcheetah

need confirmation

patientcheetah

decent car sales

patientcheetah

not sure which is better - purely mechanical or trying to understand why

patientcheetah

russell 1000 value to growth ratio - potentially years of upside