1) Acquisition already complete. No risk of investment going to zero immediately. 2) More intrinisic value in TMI ((11.63-5.50=6.13) 3.70/6.13=60.36% of intrinsic) vs HOL (8.75-7.50=1.25) 0.86/1.25=68.8% intrinsic). 3) Better company (subjective opinion).
If I had a choice right now I would put my eggs in the TMI basket.
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