Doc,thanks for sharing. Anything from Rob is valuable and worth analyzing. And learning goes on and on and on.
Last time I emailed Rob last week (and got no reply yet) I was asking for a "start of the year" shareholder letter. After all we have new management and they are entitled to spell out"their" strategic vision.
Now news until your message pops up with the same concept....
Guess we will get the letter on 12th of February......
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