$ANNA I bought this when no one wanted it at $3, now everyone’s chasing it over $7. Do you prefer being early, or chasing when the crowd finally shows up?
Buying or adding $CJMB here is the same kind of setup. Its emergency preparedness business is built on recurring government demand with built in upside during crises. They are funded before anything happens, not just during emergencies, which creates steady contracts and long term relationships. On top of that, their edge in temperature controlled logistics makes them hard to replace, especially as more high value drugs require strict handling. In normal conditions you get steady growth, and in any disruption demand can spike fast, giving you asymmetric upside while a floor is being built underneath.
Taxes Paid By Illegals (2023): $89.8 Billion
Taxes paid by Tesla (2024): $0
Taxes paid by GE (2024): $0
Taxes paid by Facebook (2024): $0
Taxes paid by FedEx (2024): $0
Taxes paid by Nike (2024): $0
Taxes paid by AirBnb (2023): $0
Taxes paid by 3M (2023): $0
Do you get it yet?