u/Cypher281191

The author holds 780 shares bought at 104 and believes the upside remains good over a decade, not as a get-rich-quick trade. The rationale is that the company is extremely diversified, expanding, has good margins, and management is optimistic and focused. Management targets 10-10-10 diversification, meaning no more than 10% of revenue from a single client, product category, or region, which the author sees as reducing concentration risk. The main stated risk is only that gains will be gradual rather than quick.