Replies to post #262720 on Zeev's Turnips Patch-No Politics (ZEEV)

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The way I read OVTI is that the only negative is that there may be some bad news about their accounting that has not come out. I think that is very improbable. Management would have come clean last week were that the case.

So... now we have a fast-growing company with a stock that has a PE of under 13. Maybe it will drop further but, over the long run, there's very little chance it will drop more than its category. Thus, I go long OVTI and short SMH.