First good idea
Krishan and I think we have found our first juicy stock idea since we have been working together. Very leveraged company, so not for the faint of heart...but we think its at least a double.
I am not posting any details yet. I am simply giving the forum a heads up so people can understand the background when/if we decide to talk about it more...we believe they will put up a pretty bad first quarter. Difficult call is whether to buy before or after this event...current conclusion is I have about 20% of my position on now, rest will happen post Q1 call in a couple weeks.
I strongly am considering making this equivalent to my largest current position or larger. We may visit the company in the next couple months.
Jump in, Krishan, if you think there is anything else to say now.
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