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Aug 30, 2023Liked by @Govro12 WinterGems Stocks

Great write-up. Learning a lot on this company thanks to you. I have never been able to get myself to pay up to Adyen's valuation in the past (you know I am cheap bastard) but we are approaching levels where I could dip my toe.

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Cheap value stock picker you are... Yes picking up all my falling knife on the floor

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