Thursday, February 02, 2017 4:20:28 PM
I agree on all points, by the way.
The one thing I'd say, though, is to your remark about hanging on for another quarter. From the beginning I've been in this for capital appreciation. My timeline extends to at least September-October and most likely through December of this year.
What we have is a recipe which I believe will need nearly all of that time to cook up to our expectations.
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