Madam, funny you should mention that ONT thread. It was actually...

Madam, funny you should mention that ONT thread. It was actually after reading that thread, your commentary in particular, that made me finally pull the trigger (though I've studied the business for a good number of years).

Incidentally, I posted a comment with some questions for you on the thread (fairly recently), I don't think you've noticed. At the time I was not a holder.

Other shares I hold are IFM (Infomedia) and HVN. HVN I bought many years ago, and paid too much for (I was only starting my value investing journey). I don't sell stuff too often, especially when the guy at the top is a founder/manager who thinks and acts in an independent manner. IFM I bought because I believed the price was compelling, relative to prospects (my assessment of intrinsic value). I believe IFM is a good business, but probably not great.

I don't own many, as I rather go deep than go broad (I don't have the capacity to juggle too many balls!).

Cheers, Mars

PS: Thanks for your generosity with your wisdom.