90% chance of $3, page-447

Still frustrated by the acx situation. The big short allowed the buy out below my intrinsic value. I suspect oracle’s bankers might have contributed and I still scratch my head at the Reuters reporting in aug 2016 I think.

Still waiting to find another high conviction growth stock.
I like ad8 but it doesn’t have the tam. I like bid also but a long way from high conviction.

In the mean time high quality value stocks will have to do. Been buying rhc today and ifl over the last couple of weeks.