MCE starting to re-rate towards 50c now on a potential AIS takeover. Any thoughts? I know you sold out (bad luck on timing but can’t win ‘em all) but keeping an eye?
I have a 2% of portfolio position so not huge for me.
cLG still hurts me as well . Lost 10% of portfolio. I don’t think I learned anything
Also if you have time and inclination check out AVG. Interesting upside potential here next year
MCE starting to re-rate towards 50c now on a potential AIS takeover. Any thoughts? I know you sold out (bad luck on timing but can’t win ‘em all) but keeping an eye?
I have a 2% of portfolio position so not huge for me.
cLG still hurts me as well . Lost 10% of portfolio. I don’t think I learned anything