- The company has been in a bit of a cyclical slump the last couple of years, although not anywhere near as deep as the previous one.
- There are now signs this slump is coming to an end and that growth is resuming.
- Apart from that, there are strong secular tailwinds blowing and there is quite a bit of operating leverage in the company’s business model.
- We see a favorable risk/reward situation at these levels.
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