Mate I dont quite get the obsession with this fat bloater guy. I preferred when you used to focus your energy on what I considered was hands down the best research. We are in the thick of AGM season, and I am witnessing some crazy volatility in the market. Surely there are some opportunities being presented across the myriad of investment grade shares that you hold/cover??
WOW for instance is $7.00 off its highs (obviously fuelled by the CTX news). What are your thoughts on that? I can think of heaps of other companies that you used to follow that are having some funky gyrations.
Looking forward to reading your non-msb / non-fatbloater related posts
cheers