Jamieson : top pick ...why ?Jamieson is guiding for strong growth this year: $700 million in sales, $140 million in EBITDA, and over $1.60 in EPS. The stock used to be very expensive, but the valuation has come down significantly to around 11X 2023 EBITDA and 18x 2023 earnings, providing a great entry point in this unique high-quality growth company. Publicly listed comparable VNS companies trade at much higher multiples, and Blackmores, a similar sized but less profitable company in Australia, was recently acquired for 23X LTM EBITDA which would value Jamieson at around $60 per share, double what it trades at.