[%mQbs%] I like to think I am a value investor, and I draw inspiration for my investments from the great Oracle of Omaha and Charlie Munger, and I still remember Warren's quote of 'It's better to buy a wonderful company at a fair price, than a fair company at a wonderful price.' And, I don't see that in DCII... I see a wonderful business, 70% EBITDA margins and tier-IV monopoly. And its quality if undisputed especially with such a high ROIC (37%+) and a management team with great quality. However, we must be reminder that valuation also matters in investing... and here it is scary I have to admit with a P/E north of 400x which means you as an investor are not buying a business, you're buying a 'liquidity squezze' fueled by a tiny free float. For an individual who seeks to investment with fundamentals... there ZERO MARGIN OF SAFETY here. And yes, even if DCII grows at a 40% for a full decade, the current price has already front run that successs. If you're looking for value, PROCEED WITH EXTREME CAUTION.

$DCII I like to think I am a value investor, and I draw inspiration for my investments from the great Oracle of Omaha and Charlie Munger, and I still remember Warren's quote of 'It's better to buy a wonderful company at a fair price, than a fair company at a wonderful price.' And, I don't see that in DCII... I see a wonderful business, 70% EBITDA margins and tier-IV monopoly. And its quality if undisputed especially with such a high ROIC (37%+) and a management team with great quality. However, we must be reminder that valuation also matters in investing... and here it is scary I have to admit with a P/E north of 400x which means you as an investor are not buying a business, you're buying a 'liquidity squezze' fueled by a tiny free float. For an individual who seeks to investment with fundamentals... there ZERO MARGIN OF SAFETY here. And yes, even if DCII grows at a 40% for a full decade, the current price has already front run that successs. If you're looking for value, PROCEED WITH EXTREME CAUTION.