Fascinating. Very interesting company. My only advice is better to pay up when they become operating income positive on a given quarter before going big. And you will the first to know. There are companies that seems to be pushing that goalpost… every year. Also tool maker are often a less interesting business than the one using it (safran aeroedge hintington)
Thanks! All fair points. I sometimes take small positions, just to fight my FOMO. Sometimes it works, sometimes it doesn’t. Also let me know when you find the next AeroEdge!
Fascinating. Very interesting company. My only advice is better to pay up when they become operating income positive on a given quarter before going big. And you will the first to know. There are companies that seems to be pushing that goalpost… every year. Also tool maker are often a less interesting business than the one using it (safran aeroedge hintington)
Thanks! All fair points. I sometimes take small positions, just to fight my FOMO. Sometimes it works, sometimes it doesn’t. Also let me know when you find the next AeroEdge!
Well well well look who has risen from the dead.
Haha, let’s say, back from hibernation. Thought it would be a good time, because I realized that my last post was exactly one year ago.