Guys, good to see in the report that they thought some of the falls in the stocks they held were overdone, but they were prudent enough to hold what they had but not get in deeper and buy some more !
id love to be a fly on the wall and watch and listen to how they make their investment decisions.
i know pride comes before a fall, but they seem to be one of the smarter managers in the business..... fairly small team too I think.....
