Thanks Jaywin, i really liked that ACX, took me while to like it...

Thanks Jaywin, i really liked that ACX, took me while to like it but  it was great and very sad to see Oracle gobble em up, i also see Buffet has taken a stake in Oracle recentlyish or increased it.

I'm glad you've been in business and say  ............" However, I have been in business long enough to agree with you on your point where if there’s a juicy 30% margin to be made by say company A, surely company B, C and D can’t be content with making 9-15% margins. They would be thinking to themselves “how can I get a piece of that action?”

If you understand that then really we should be able to assume the margins of 30% can't be sustainable into the future, thats even without VGI reports, as there will be blue heelers attacking the ankles so even if your long i would be looking for any signs of blue heelers running around as that would help my timing with cashing in on a  forward looking lofty market valuation or SP......Buy low, sell high and all that.

Fish.