CHART- PFT, page-505

I have no new thoughts on decisions I've already explained. I'm not off PFT as a business in the slightest. My decision was made in the context of the allocation of my portfolio and other opportunities that were available.

This is a solid acquisition, and will have really meaningful impact on 4Cs once the products have some further distribution.

I'm not sure if you're trying to coax sellers regret, but it's not going to happen lol. I still think the business will do well, it's on my watchlist, and I more than likely will look for re-entry at some point. I made my decision that the stock was not going to fly on the published news, and the general market tumlt and I stand by it being correct FOR MY PORTFOLIO as it stood at the time and does now.

This is a good business that will always be for sale another day for me.