I was disappointed at Tom selling, but pretty pissed off at...

I was disappointed at Tom selling, but pretty pissed off at Liddy's drop today.

As @TheSparkGuy pointed out, these guys have blackouts restricting trading dates, and Tom still has a serious holding, but I was waiting for the exit to be under a palm tree, after an acquisition.

The signally isn't great for more deals this year. In fact, it's near impossible we'll get anything else. This will result in churn, and likely a further drop between now and the end of the year. Regardless, the thesis is still intact for me, until I see otherwise.

Holding.