Most industries or sectors are a mess at the bottom of the cycle, just like the beach which can stink at low tide.
And its the exact time to buy, particularly when there is a reasonable moat in place, which OMH does have in the area of product costs.
Reality is tides come in, go out and come in again and again and….
Buy low, sell high and bank the profit.
Most industries or sectors are a mess at the bottom of the...
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