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Erik Goven's avatar

Kon het niet laden maar is ok nu

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Jan Vansanten's avatar

@compounding quality Can you share your deep dive in 2014 that led you to buy the shares ? When looking at the 10 year period before 2015 revenue growth was non existent. On the other hand gross en operating margins were improving and ROIC kept the whole time above 25 %. At the same time allmost all the eps were used to pay out a dividend. Capital expenditures were low. But how could you see an 10X in revenue for the next 10 year, or didn't you ? More generally, what elements did you give that deep conviction that this company would have tremendous upside ?

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