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Re: MikeyInTheD post# 391

Sunday, 03/25/2018 6:58:02 PM

Sunday, March 25, 2018 6:58:02 PM

Post# of 73040
The most important thing is if Wilson and team are turning their existing operating entities into asset generators. If they are, then they know how to turn losers into winners across a wide range of industries. If that’s happening they you have a gold mine here. A leadership team that can actually turn companies around. That’s what’s important and we will see in the upcoming 10k how that’s progressing. If the LTTC deal doesn’t go through, doesn’t matter. Companies have deals fall through all the time. If your investment strategy is to hold only companies that don’t have deals fall through, then I’m pretty sure you’d own nothing. Can, and is, management acquiring struggling op cos and turning them around. That’s what’s important.
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