Buy RDDT by Aug 14, 2031.

I’ve been trying to formalize how I think about GARP investing. To me, long-term returns are driven by two turbines: 1. EPS growth 2. Multiple expansion/contraction A company can compound EPS at 20%+ and still produce mediocre returns if you buy it at 35x earnings and it eventually trades at 15x. On the other hand, strong EPS growth combined with even modest multiple expansion can produce exceptional returns. That’s pushed me toward looking for companies with: \- 20%+ expected EPS …