tag:blogger.com,1999:blog-9031526429482744032.post5085038370237832474..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: EPAM systems (EPAM): Expensive but that's the price you have to pay for a stock that deliversPenetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-9031526429482744032.post-10307530521636598802021-11-07T16:27:00.044-08:002021-11-07T16:27:00.044-08:00Did you ever look into Roper Industries ? Same kin...Did you ever look into Roper Industries ? Same kind of stock, great allocators. Quid Pro Quohttps://www.blogger.com/profile/16937756952799553049noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-62029052415838351592021-11-05T14:46:32.595-07:002021-11-05T14:46:32.595-07:00Sais pas trop! Je pense que InMode a un beau futur...Sais pas trop! Je pense que InMode a un beau futur mais ce sont deux secteurs différents et InMode a de bien meilleures marges que EPAM. Toutefois ce sont deux excellentes compagnies.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-32092522857479323942021-11-05T14:44:26.352-07:002021-11-05T14:44:26.352-07:00Ça fonctionnera pas toujours mais tant mieux si ça...Ça fonctionnera pas toujours mais tant mieux si ça a été le cas cette fois. Tu me dois un banana split!Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-76498843500627112962021-11-05T14:43:37.325-07:002021-11-05T14:43:37.325-07:00Yes, it is exactly my place and it worked so far. ...Yes, it is exactly my place and it worked so far. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-34826999102876858552021-11-05T09:34:54.018-07:002021-11-05T09:34:54.018-07:00Ta publication sur Inmode me faisait penser à Epam...Ta publication sur Inmode me faisait penser à Epam en 2020... comparable ?<br />Allardohttps://www.blogger.com/profile/02501213217361319234noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-33899743203314346452021-11-05T09:33:24.057-07:002021-11-05T09:33:24.057-07:00merci merci merci la dernière fois que tu en as pa...merci merci merci la dernière fois que tu en as parlé j'en avais acheté... 8500 $ grâce à toi Allardohttps://www.blogger.com/profile/02501213217361319234noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-79364907052190207132021-11-04T16:51:27.257-07:002021-11-04T16:51:27.257-07:00Pretty good exposition of your investment philosop...Pretty good exposition of your investment philosophy Penetrator...Gavinhttps://www.blogger.com/profile/04771103734767703683noreply@blogger.com