VOR 0.00% 39.5¢ vortiv limited

Great Presentation, page-11

  1. 2,236 Posts.
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    Hi Single.

    My colleague and I take large long term positions in microcap companies that we believe are going to grow to mid cap.

    We play a 2-3 year time horizon.

    A trend, one way or another does not change our view. We meet with management multiple times, we speak to board members, and we do our own financial modelling.

    When new information comes to hand or the facts change, we will act accordingly.

    If we sold today only to watch it double tomorrow that would be a costly mistake.

    Yes, with hindsight we should have sold at 4 cents and bought back in at .6, but who was to know? We are not that smart or clever.

    And IMO, this is not a downward trend, but in fact the opposite,

    Good luck with your trading.

    10x
 
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