J Capital FFX report - is AVZ relatively overvalued?, page-7

Thanks for sharing the report - looks like a reasonable analysis. I have a position in FFX that is up 4x and a much larger position in AVZ that is up 20x. I am not selling AVZ since I believe the price could go much higher but I wouldn't be buying unless the price drops significantly. This is mainly for diversification reasons since in the last couple of months AVZ has become my single biggest position. I will add FFX on dips but that's just based on how my portfolio is setup.