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Heavy Moat Investments's avatar
Heavy Moat Investments
$25.2MFollowers
@stonkmetalMay 3
A beautiful balance sheet $NSSC
After half a year of owning it, Napco is finally back in my buy zone. Who can say no to this balance sheet?
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Joey Hirendernath's avatar
Joey Hirendernath
@joeyhirendernathMay 4
I know that $NSSC is currently 2.6% of your portfolio. Do you have in mind how much you want to grow your position to?
Heavy Moat Investments's avatar
Heavy Moat Investments
@stonkmetalMay 4Author
@joeyhirendernath It is around 3.5% now(added 66%, but price also dropped 25%). I do not limit position sizes if the stock appreciates a lot, but from a cost basis I try to not put more than 10% into a position
Nathan Worden's avatar
Nathan Worden
@nathanwordenMay 4
Napco — "Our balance sheet is secure" 😃
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Heavy Moat Investments's avatar
Heavy Moat Investments
@stonkmetalMay 4Author
@nathanworden Locked and loaded :)
Joshua Simka's avatar
Joshua Simka
@tomatoMay 5
With the stock down 30% since March, the balance sheet seems to spell opportunity

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Heavy Moat Investments's avatar
Heavy Moat Investments
@stonkmetalMay 5Author
@tomato yes I added to my position because its finally in my range again. Great business, looking forward to the new years as an owner.
Heavy Moat Investments's avatar
Heavy Moat Investments
$25.2MFollowers
@stonkmetal
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