March 13, 2018

Our New Recommendation: March 2018

Our new recommendation is:

i) A Market Leader with ~ 90% market share
ii) Debt free company with professional management
iii) Part of an industry coming out of 4 years of rough phase (Regulatory and Industry)
iv) Looks set for sharp rise in volumes, revenues and profits

We believe that our latest recommendation has the potential to double in the next 2 years and if the variables play out favourably then it can deliver 40x to 100x over the next decade.

We have a very low allocation to the stock ~ 3% of the portfolio.

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