Have you read Ed Thorpe’s bio book? I am with you on $VZ. I own or looked at a few of your Net/Net and also have $VTS via a spin-off. Insiders did a little bit of buying of late. The market doesn’t seem to be impressed with the offer for $EMKR unless I am missing something. Nice write up.
I've looked at HRBR a few times and always concluded its a controlled company with a strong balance sheet—albeit with a primary asset being aircraft with little, if any, salvageable value. The main problem is that management doesn't want to share the company's wealth and there's essentially shareholder return. As for AMCON, the stock compensation is borderline egregious so I cannot get myself to buy that one either.
Have you read Ed Thorpe’s bio book? I am with you on $VZ. I own or looked at a few of your Net/Net and also have $VTS via a spin-off. Insiders did a little bit of buying of late. The market doesn’t seem to be impressed with the offer for $EMKR unless I am missing something. Nice write up.
I’ve been meaning to read Thorpe’s bio, I’ll have to get a copy of that ASAP.
I've looked at HRBR a few times and always concluded its a controlled company with a strong balance sheet—albeit with a primary asset being aircraft with little, if any, salvageable value. The main problem is that management doesn't want to share the company's wealth and there's essentially shareholder return. As for AMCON, the stock compensation is borderline egregious so I cannot get myself to buy that one either.
Thanks for the comments, I haven’t looked deeply into either of those companies but I’ll keep that in mind