Some of my best performing stocks have been special situations.
Hey Value Road. Big fan and love your writing. Seems like a great idea may I ask why it 1% of your portfolio. Why not more!?
In hindsight I should have sized this up way bigger. I kept it low because they didn’t have financials
Got it. I’m thinking of adding. Would you still call this a special situation given it’s up 50% from the lows. That balance sheet is something! Would love to hear your thoughts.
Have you been unable to get management's attention or....?
No I have not spoken with management
answer the question Value Road
Why doesnt this dude answer questions
Hey Value Road. Big fan and love your writing. Seems like a great idea may I ask why it 1% of your portfolio. Why not more!?
In hindsight I should have sized this up way bigger. I kept it low because they didn’t have financials
Got it. I’m thinking of adding. Would you still call this a special situation given it’s up 50% from the lows. That balance sheet is something! Would love to hear your thoughts.
Have you been unable to get management's attention or....?
No I have not spoken with management
answer the question Value Road
Why doesnt this dude answer questions