Re: Pooling of human capital for the \'Two Plus Two Portfolio\'
I don't have a problem with a mock portfolio.
Here's my entry:
HERO.
PE of 7.1. Grew 100%+ last year. Anticipates 50%+ growth this year. Solid financials (ie. low debt, high cash) and a simple structure. Solid acquisitions scheme (acquiring rigs and liftboats, not the companies that own them) and previous acquisitions have been very smooth. Lots of potential acquisition targets. Analysts are very positive. Management appears to be VERY sharp.
If there's any dirt, I can't find it.
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