Haha now you're attacking every stock of mine.
Get your retribution, I guess, for perceived slights.
A lot of people think AYSI is dangerous. I am willing to go into places that most people think are dangerous. AYSI is a wonderful company, in Buffett's sense. Its numbers show this. The fact that mining has downturned but AYSI has not shows a special competitive advantage.
I agree that the CEO situation at GLGI is somewhat worrisome, but it's cheap, and the same CEO is a good operator.
PDEX is close to book and I view it as high probability to successfully turnaround. The recent small acquisition in Northern California is a canary in the coal mine (in a positive sense).
I didn't say BSEG was overvalued, but I guess you heard it that way. Maybe I will come back here tomorrow and tell you I bought it.
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