something to read, page-7

Kudos to a rational response, no doubt GGG offers some opportunity as a trading chip given the low level understanding RE, and the multiple layers of spin that have fed of it.

My investment thesis RE is more realising deep value and that necessitates engagement with an extremely narrow value chain, most particularly ex Dragon, as ROW claws back some portion of mkt share ceded 2007-2012.

Until GGG can articulate a business plan sans Beijing intn'l hunter/gatherer it ain't remotely in the ballpark.

Regardless, GL, do well.