Afya Limited Continues To Grow, But Limits Are Also Evident

Group 1 - Afya Limited (NASDAQ: AFYA) reported 1Q25 earnings that were approximately in line with expectations and seasonal trends [1] - The company experienced significant growth due to the integration of a large acquisition, Unidompedro, from the previous year [1] - The investment strategy focuses on operational aspects and long-term earnings potential rather than market-driven dynamics [1] Group 2 - The analysis emphasizes a long-only investment approach, suggesting that only a small fraction of companies should be considered for purchase at any given time [1] - Hold articles are intended to provide valuable information for future investors and introduce a healthy skepticism in a bullish market [1]