No, pretty much all in ANO since the mid-dollar range. Sometimes...

No, pretty much all in ANO since the mid-dollar range. Sometimes I regret it (actually considered buying ZNO at ten cents after my kids gave me the flu last year), but I sleep just fine. We are still in the early innings and I dont see why we can't do hundreds of millions in sales at very respectable margins. Future dividends will be impressive compared to today's share price.

AIR, even though I kind of wish it didn't exist, looks like a pretty asymmetric set-up. Lots of tax assets and support from Lev. Only thing is it doesnt trade and is unlikely to ever be very liquid with super high inside ownership.