He also talks through his reasons for liking them with Andrew Page & Kevin Fung on their new podcast baby giants. Worth a listen. It certainly fed in to my confirmation bias. Good turnaround play, reduced costs and now cash flow positive, tick. Room to grow and nice acquisition at reasonable price, tick tick. All at a reasonable price with potential for upside. Lots to like.
MSL Price at posting:
23.5¢ Sentiment: Buy Disclosure: Held