hi @crazypunter
I look forward to hearing your arguments for/against an investment in Reece as time progresses. I trust you have invested some time and effort researching the company, including reading through the threads here on hotcopper to inform your thinking.
I take it from your comments above that perhaps you have not read through the reh-moat thread yet? Would that be a fair assumption?
I found it to be a well balanced and reasoned thread. Well worth the investment in reading it.
If you get the time, have a through it and let me know what you think.
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