In this roundtable, we reveal how we achieved a 5X return on our investment in one stock by sticking to a clear, investment thesis rooted in fundamentals and valuation discipline. We break down the company's business model, the key catalysts we identified early, and the exact moments we decided to buy and sell. Most importantly, we highlight why valuation is everything and how our investment framework helped guide those decisions. All this and more in our latest episode!
