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Re: boston745 post# 40896

Friday, 04/26/2024 1:46:56 PM

Friday, April 26, 2024 1:46:56 PM

Post# of 41375
This is your problem. You believe it’s not mismanaged because the only point of view that you will take is that the company is getting acquired, so there is no negative in your view of management.

I mean I’ve told you this years ago, an investment thesis where the foundation is an acquisition is not a strategy.

Shockwave was a prime takeover candidate, but that was just a bonus if it were to materialize (it did). The company had the main ingredients. It was well run, had strong growth, and had great management. Checked off all the criteria of a good investment.
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