- This article revisits FLIR Systems, this time with an eye on why margin of safety and time-frame are critically important when evaluating stocks.
- I trace FLIR's performance this year as the market girated from treating FLIR as cyclical, to a "COVID play", and now as a slow-grower.
- Even though FLIR's stock price is down about -20% YTD, my investment in it this year has performed reasonably well because of my margin of safety.
- I run a new analysis on FLIR to see where the stock stands today.
For further details see:
FLIR Systems: Why Time-Frame And Margin Of Safety Matter