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nsomniyak

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Re: logitechb post# 2005

Wednesday, 03/20/2019 4:28:45 PM

Wednesday, March 20, 2019 4:28:45 PM

Post# of 4079
I would settle for one piece of really good news for one of the businesses.

Personally, I am not a big fan of the "mini conglomerates". Too easy for management to lose focus, to easy to play a shell game with money and bad news/bad news among the multiple businesses, and you always get a "conglomerate discount" vs. a well-focused pure play on any of tose businesses.

That said, I like UPIN enough to be in it with a reasonable level of confidence.

If I could afford to buy all of them, I would not need to buy any of them and I sure wouldn't be spending time on the message boards!

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