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Q: Hi 5i Research team,
Follow up questions on KITS: based on transaction volume, what would the maximum number of shares you would recommend owning? In your answer you mention that KITS is expensive (good companies usually are): with what multiples would you consider it fairly valued? What impact would you expect a recession would have on sales growth? My intuition tells me that contact lens and glasses are more staples than discretionary: would you agree? Thank you for your collaboration, Eric
Read Answer Asked by Eric on February 04, 2025
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