I'll take PFHO's management age and experience over these tech kids anyday. My guess is we'll be surprised on the upside with what they can put together. Heck, they haven't stumbled yet with this fantastic growth. My guess is that they actively exploring acquisitions (which they say they are in their filings). What gives them a edge IS their age. They won't throw money away on some fad company, or make a deal just to do a deal (which is what the inexperienced youngsters do too often). Speaking to Tom myself, I find him to be pretty savvy. I don't have any inside information at all, nor would I ask him anything that isn't published, but the guy isn't just sitting there letting things happen.
As a former director of a shell company myself, I'll tell you that there are plenty of deals that can be done, but very few that should be. Finding those, negotiating price, and doing the DD sometimes takes years. Let's return to this post in two or three years, and see.
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