Madamswer, there's a lot that I too like about this business, but have never really studied it in a serious way. On the surface it reminds me in some ways of ARB (which I do have a holding in), in terms of managers having skin in the game, no nonsense reporting, clean accounts, non lemming-like behavior etc. I guess I've always assumed it was possibly too expensive. Would you like to elaborate a little on where you think its moat gets its principle strengths?
Madamswer, there's a lot that I too like about this business,...
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$24.38 |
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Mkt cap ! $18.39B | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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| 4 | 11498 | $24.37 |
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| Price($) | Vol. | No. |
|---|---|---|
| $24.43 | 1975 | 3 |
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