RE:GUD correlation with Paladin = zeroOh my Chi-Chi ... if you're going to quote numbers you really should be more accurate.
- not ten years ... it's been 8 years of revenue growth.
- did not go "all-in" but decided that LATAM was going to be a big part of ROW (high growth potential).
- watch for Eastern Europe and S-E Asia/Australlia and future opportunities too.
- didn't spend 3/4 of a billion on Grupo but nice try.
The model is all about creating size in difficult parts of the world where Big Pharma can't go efficiently.
The bigger you get - the harder it is for others to make the same type of ROW - therefore, one day, you get acquired. That's a long way away and by then, the financials will have been sold off for profits. Think how far away that is.
Regardless ... enjoy the losses (but keep an eye on EBITDA and cash flow).
Honestly Chi-Chi ... I don't think you have the stomach for this one. You really shouldn't be paying so much attention to a company to don't want to own. Makes no sense.
Regardless - happy investing !