My first thought with the 10 deal comment...WOW...that's another 5mil in sales maybe. Seems like they are selling 5 to 6 mil deals monthly right now. There's a lot of deals going down that do NOT get PR'd.
I would have loved for Steve to have thrown out some fin estimates, but I'm very good with what we got.
$ONCI
Investing is full of randomness. A great return does not equal a great investor. Just lucky is a possibility too. -Howard Marks