First good idea

[krishan]

Well, in terms of managing risk I'm a bit wild. I think at one point I had a 35% position in DSUP because we thought it was a very good idea. I figured a better idea meant I could take a deeper position. Turned out that might not be a very good strategy.

In terms of exits, a FA exits when the fundamentals change. Until they blew Q3 and posted crappy EBITDA numbers making it clear they were not going to make the 80M EBITDA guidance in '07 I still felt pretty good about a 20-25 price target based on '08 numbers. SO I didn't sell anything until after where I sold half my shares at $6 because I couldn't handle the portfolio concentration given we felt a lot worse about the quality of the idea.

Krishan