I think we agree on ACB. We just choose to look at the numbers differently. There's nothing wrong with that.
When I see some items that strike me as positives, and not just "me too" positives, then I will make a move. I don't see them yet. I expect there will be more write-offs in the next quarter as the new management gets rid of everything they can to start off with a clean slate.
I'll never catch the exact bottom or top, but that's okay with me. The last series of "almost top" sells worked out very well for me, and not so well for those who believed battley and booth.
I enjoy our conversation.
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