Lots of companies I currently like, they’re pinned on my Twitter profile for interest’s sake. But there are definitely plenty that deserve calling out (like NVX and VUL which are just enriching management) and others that are fine but valued too frothily (like your beloved SYA).
It’s always noteworthy when posters ‘play the man’ instead of engaging with the actual content of a post. If you can honestly read that NVX report and believe your money is in the hands of prudent capital custodians, you are in for a world more pain.
Ann: Annual Report to shareholders, page-28
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