James Monroe Capital Corp (JMON)

[caseytrader]

Hey Cash, Dave...

I have to weigh in here as I know you both have been in this long as I have been. What choice have we had over the years from CWFG to CWMF to JMCP/ONYI? Don't make the mistake of calling Cash a basher or Dave a pumper. They have been in this company for a while and it would be advantageous to listen to both sides of the equation. Cash is right to point out the transgressions and dilution of the past as it has happened in the same way each time. This time, I took advantage and reduced my position from my 20 mill. to 6.5 mil. There are possibilities that this may run, and pan out, but given the history Cash mentions, I've found it prudent to lower my risks here. Each must find his/her own level of comfort. Just be careful not to dismiss opinions because they don't agree with yours. And this is JMHO, as well...