ABCDEFGHIJKLMNOPQRSTUVWXY
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Holding period: 5 years202320242025202620272028
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1615 days left to holdQ3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4
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1. Revenue growthOKOKMEH
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2. Gross marginOKOKOK
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3. Capital allocationMEHMEHMEH
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4. Competitors revenueN/AOKN/A
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5. ROIC vs WACCN/AOKN/A
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6. Distribution strategyOKOKOK
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7. Integrity of the businessN/ANOKNOK
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8. EPS growthOKOKMEH
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Click on the link per quarter or by theme to get more details
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LEGEND
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OKAligned with thesis
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MEHSigns of misalignement
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NOKComplete misalignement
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N/AYearly tracking/Cannot judge
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