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I have a small position mostly out of FOMO because Chris Krug, among a few others, keep saying what a great opportunity this is (as in a potential 100 bagger). I've looked at the business and this one is outside of my expertise. It's hard for me to wrap my head around the long term prospects. It's not as clean of a business as I typically like, but that's probably where the opportunity lies.

The recent run up has given me some pause. Maybe this one is worth looking into more though.

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