RE:RE:RE:RE:RE:RE:RE:A direct Proxy for DCMThank you so much, great tips!
I haven't been investing for a long time, which is why despite doing my own research, I have limited skills there, so I also look to clone other people who I deem knowledgeable and not deceitful. If I can connect with management, it helps to build extra conviction or exit if I feel something is off.
In this case, I read all the online posts here from the beginning, the company's filings but what really moved the needle was the earnings call of 2021Q1.
To me (and I will continue to dig further to understand the story), at this valuation, the risk/reward is attractive here.