Ann: 1H24 Open Brieifing, page-10

I also sold out of GTK way too early after buying it near the bottom of that crash (left a big multi-bagger in short order on the table, but these kind of comebacks are definitely an exception rather than the norm with beaten down companies).

HSN I have watched on-and-off over the years without every buying. Apart from the buybacks, I do wish the dividend yield was a bit fatter. These kind of quasi-utility plays (better overall though because of the relatively capital-light nature of software) lend themselves to a mostly income-based TSR.