sorry mate, I am not that saavy an investor to have ever actually read an investment book. I tend to walk my own path rather than follow in the footsteps of others and I focus much more on the FA. I will get to reading a book about it one day when I retire next year :)
I cannot speculate on what I would do if I didnt own Arrow, because, intelligibly, I identified that they were chronically undervalued by your esteemed mate, Mr Market, and bought a swag of them. I would not and am not buying them right now.
So anyway, what I want to know is, why you think ALL the other TOs were all cases of the companies trading at significant discounts? I will refer you to my previous comment that you do not know how to value the companies and until you actually provide some input on your opinion of how there assets and markets are valued, you are all hot air.
Cheers,
SF
ESG Price at posting:
79.5¢ Sentiment: Buy Disclosure: Held
