A 🧵 to understand the thesis & the risks of the latest entrant in my portfolio Tinna Rubber 👇 20-25% grower, 20% ROE, around 15 P/E (with compe

A 🧵 to understand the thesis & the risks of the latest entrant in my portfolio Tinna Rubber 👇 20-25% grower, 20% ROE, around 15 P/E (with compe