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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
@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!
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