Global Value Investing

[MNT]

Allan international -

I was keeping a close tab on this one.
Why was the drop so sharp...15% in one day was massive man. The only reason was like what you said a drop in earnings, however it was growing at >10% clip per annually. With fair bit of net cash and sustainable ROEs...not too sure what else can be wrong.

Hey Will, wanted to ask. Whats so special with their business that they earn such good margins and growth. Seems like its all OEM or some lousy brand home appliances aint it??

what is it that I dont know?