Last chance to loadI reduced my position significatively in may and first week of june to a more reasonnable level. I was very comfortable with it. But the pull back give me a chance to add a little bit more at 80$ and 82$.
The current volatility is negative but it gives me a chance to load more.
In a global pull back like the one's we have, The strongest will get back at their previous level first.
Nothing has change in the BBD proposition; Strong execution, full backlog, healthy market, supply problem in the process to be resolved, 2025 financial targets reaffirmed..... Green light everywhere.
Why complaining ?
That's not ''irrational exuberance'', only facts about a good growth stock proposition. That doesn't means that I buy to be uncomfortable, only thet it will be by most important position.