There have been others along the way such as TTR that looked good but then had to be sold as the story didn't unfold as expected.
AVM & PSA were really the only ones I found where they were good value at the time & had a good growth story & have followed that path & both still have tremendous growth in front of them & of course you have to be able to judge the ability of management - I don't think you can do that with ten equal investments in your portfolio.
It's a risky strategy & there have been times.... but both stocks now have a very solid foundation to them so I can now breathe a lot easier.
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