Eric's avatar
$10.8m follower assets
Bought $DSKE
Today I opened a minor position in $DSKE, a specialty/flatbed carrier. I’ve been following them a while but had issues with previous management. @altafoxcapital recent report had me taking another look
Joey Hirendernath's avatar
Hi Eric, what made you sceptical of previous management? Were there any particular decisions that were red flags in your mind?
Eric's avatar
@joeyhirendernath lots of undisciplined M&A. Part of new managements plan is unwinding some of the worst ones
AverageInvestor's avatar
Random questions - what makes Alta Fox Capital’s recommendation stand out from the crowd? Why should an investor follow their lead?
Eric's avatar
@averageinvestor Imo Connor has one of the best track records among smaller funds but I’m not investing because of Alta. They are just what nudged me to take a deeper look
AverageInvestor's avatar
@percycapital makes sense. It was weird that on the same day I saw a twitter thread about Alta they also popped up here. Made me wonder that their story was.

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