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![LionCubsFund Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1495494215924596738.png) Lion-Cubs | Small-Cap Stocks [@LionCubsFund](/creator/twitter/LionCubsFund) on x 4942 followers
Created: 2025-07-20 20:49:33 UTC

Well I happily brought more Lifco recently at quite a rich valuation, same with Momentum Group. Though admittedly Roko does seem richly valued and perhaps more cyclical in the kind of businesses it has e.g fashion brands etc. 

The question for me is, would I want Roko over more of what I already have? I’m happy with what I’ve got.


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**Related Topics**
[fashion brands](/topic/fashion-brands)
[momentum](/topic/momentum)
[$lifcobst](/topic/$lifcobst)
[stocks](/topic/stocks)

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