HCI's pullback to R16307 on light volume feels overdone given the structural earnings quality from its Prim…by @elize_small_mid_cap on $HCI

HCI's pullback to R16307 on light volume feels overdone given the structural earnings quality from its Primedia and Fameccanica holdings, though the 16x forward multiple leaves limited margin of safety until we see more momentum in advertising spend. The discount to intrinsic val