Still maintaining my list...adding lots more AUE.
DBO much cheaper but not a high conviction hold for me.
I suspect good deals are getting harder to find and tougher to impress the market eg. GNM. I notice the vendor there was Steven Formica, and I'd be guessing if the deal was any good, ALB would have got it.
Outside of my collection I'm seeing some cheap stock, suitable perhaps for a trade, but nothing else of conviction
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Still maintaining my list...adding lots more AUE. DBO much...
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