When the OZL acquisition was announced I started buying AIS and TGB (NYSE). Both have been OK to-date but still looking for something with larger reserves and a more scaleable business.
@Thedarby what is your approach to determine good management? It is something I try and consider when making an investment but it never becomes a significant factor in my final decision. Certainly something I would like to get better at as my investments with good management have performed significantly better for me than those I hold and dont think highly of the management team. Fundamentals keep me invested in them. Curious to hear your approach? Thanks
OZL Price at posting:
$28.17 Sentiment: None Disclosure: Held
