Ann: GEV Letter to Shareholders, page-14

Anyone reading HC can see that I have 2 high conviction investments.
The first one went on a massive run and I haven't sold a share.
Had anyone told me that would be the case, I would've told them we both need to get our heads read.
Had anyone told me that GEV would be trading at these levels post-ABS, I would've told them we both need to get our heads read.
GEV ticks every box of my investment criteria - great mangement aligned with shareholders, an enormous story that is recession proof etc.
That GEV can be currently acquired at these levels shocks me but also gladens me as it gives further opportunity to acquire more.
I have sunk well into the 7 figures into GEV and I'm a very happy camper with my investment.