Thanks for checking this out. Last quarter I still felt that true “fair value” was around $210-215 and I’ve seen nothing glaring in the recent report that would change my mind immediately. I haven’t had time to fully dive in though, but will be in the coming weeks, and I’ll put out an update when I get there.
Decided to step in a while back. Bought extra when it dipped. Earnings call out tonight after the bell.
Great breakdown. Curious if your thoughts have changed at all over the past few months. Shares now down to $188…
Thanks for checking this out. Last quarter I still felt that true “fair value” was around $210-215 and I’ve seen nothing glaring in the recent report that would change my mind immediately. I haven’t had time to fully dive in though, but will be in the coming weeks, and I’ll put out an update when I get there.