No significant difference of opinion from me. Well written as always. atlas is one of my largest holdings. my current feeling is that investors might have been overly optimistic a couple years ago about growth prospects these last couple years but at the same time they have an amazing opportunity with geographic expansion and robotics improving the quality of their operations and allowing them to find the next gear. this will take at least a few more years to see how well it works out. there are still a lot of long term secular tailwinds going for them so I’m quite happy to watch it play out.
No significant difference of opinion from me. Well written as always. atlas is one of my largest holdings. my current feeling is that investors might have been overly optimistic a couple years ago about growth prospects these last couple years but at the same time they have an amazing opportunity with geographic expansion and robotics improving the quality of their operations and allowing them to find the next gear. this will take at least a few more years to see how well it works out. there are still a lot of long term secular tailwinds going for them so I’m quite happy to watch it play out.