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TheBeautyContest's avatar

Hi Michael,

Congratulations for the blog, always very insightful. You mention you are looking at some South Korean names, and I thought you could take a look at NICE Holdings: a very strong set of businesses (credit bureaus, fundamentally), conservative balance sheet, very cheap valuation and reasonable (but not super) capital allocation policies.

Best regards,

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Michael Fritzell's avatar

Hi TheBeautyContest!

Sorry for the slow reply. Big coincidence - NICE Holdings is actually on my watch list and been thinking about diving deeper into it at some point. Thanks for the recommendation!

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TheBeautyContest's avatar

Perfect Michael, let me know if I can help, we are shareholders in the stock.

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