Yes, still holding and I have increased my position since. In my opinion, the company is quite cheap on an adjusted earnings basis, I believe the serial acquirer model can work, and I believe that management does have special access to accretive deals that aren't marketed elsewhere.
I posted my calculations on the MicroCapClub forums, but it doesn't let me embed the post here unfortunately.
A potential 5:1 reverse split doesn't change my opinion.
Stock has halved since this article and just approved 5:1 reverse split
Thoughts? Still holding?
Yes, still holding and I have increased my position since. In my opinion, the company is quite cheap on an adjusted earnings basis, I believe the serial acquirer model can work, and I believe that management does have special access to accretive deals that aren't marketed elsewhere.
I posted my calculations on the MicroCapClub forums, but it doesn't let me embed the post here unfortunately.
A potential 5:1 reverse split doesn't change my opinion.
Agreed Curious Investor, there's promise but a lot of unpredictable variables here. I think this does have a good upside over the LT