Aconex
Currently unloved, unwanted...not a favourite stock of brokers or analysts. Once a high flyer brought back to reality. A reasonable price now for a great business.
The best time to buy
Sorry I am going to bring out some Buffett quotes:
"The best thing that happens to us is when a great company gets into temporary trouble . . . We want to buy them when they're on the operating table."
"Time is the friend of the wonderful business, the enemy of the mediocre."
Short Story, page-15
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