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REDDIT

My highest conviction stock pick for next 6m. 50% port.

Sticking this one out.

Data moat (to be monetised).
No real competition.
Incredible growth.
Lots of ad revenue monetisation opportunities.
Product itself is basic leaving more opportunity to grow user base through shipping features.
Extremely low cost of running the business.
Balance sheet is healthy.

Stock moves terribly. Sentiment really is at all time low. Buy low sell high right?

If S&P500 crashes I am absolutely finished though :)

Sell limit 205

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