“My question is directed to Justin and if RICK (RCI Holdings) is still a worthwhile hold and if it’s time to scoop up more? My avg cost basis is $58 and currently sits at a 3% allocation of my overall portfolio. If memory serves me you liked the moat, would this be a buy at these levels or is the thesis broke?? I still have room to add in this space…...”
Twisted_Straw via Apple Podcasts ·
United States of America ·
06/28/24