P10 Industries Inc. (PX)

[umiak]

Thank-you, I read your post on the low middle market awhile back and realized the profiles on these larger companies was probably very different. I think the point about the low return environment is applicable to all. Article was a point of view I did not have so interesting.

When looking at those PE firms today I did notice a wide range of p/e, MUCH higher OS counts. Also insider ownership is very different, huge skin in the game for PIOE management. But to be fair a small % of huge OS can mean a lot of money. I think PIOE is going to be a sweet investment for 2018, maybe beyond.

Just looked at the OIL chart, I see the massacre of 2014/2015 oh my, reminded how ugly that was.