No. of Recommendations: 5
“Not selling (yet), but I have a boat load of shares and will probably sell eventually.
I wouldn't be surprised to see valuation multiples rise a bit…”
Very well played tecmo! I know you’ve been a vocal & loyal owner for years as well, openly sharing your thoughts.
It’s still a top 3 position for me and I’m going to just sit tight, esp. with Forward PE of ~20 and likely multiple expansion.
Very happy with the legal decision, but attorneys will keep coming after these massive and successful big tech players, as they have for 3 decades. Fortunately, big tech has had outstanding legal representation and done pretty well in the courtroom for themselves and owners.
