Nice. I haven't kept up with Montgomery Funds for some time, I know they typically have a value approach but that has shifted over the years. I had the same thesis as the analyst regarding SLC and ABB (also discussed on the same video) 12 months ago, so we're on similar wavelengths, although I bought SLC @ 0.60 so was a bit earlier than them
Neuren Media and Analyst Coverage, page-1117
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