ParrotStock's avatar
$268.4m follower assets
Bought 10% more ATY
AcuityAds at $1.90
I rode the ATY elevator up and down after the MF recommendation. I’d love to hear your thinking why you’re buying more, given the other choices in the space. Thanks
ParrotStock's avatar
@eriknola I’ve wrote a lot about them, with the cash on hand they are basically a value play. I like management handled the 2020 crisis, and I see a lot of opportunity for them. Growth has been slower than I’d like, but with another 20% drop last week, I couldn’t resist adding on.
Check out my memo from a few months ago to see my full thoughts.
Found the memo. Thanks for the response!