villainx

This discussion regarding Trisura is just reminding me how poor my decision making abilities are. Either add to make a full position or exit small amount of spin shares, and I chose latter.

Implies belief the remaining 50% can be attractively leased? That would be how it goes, right?

Thanks!

thanks

I brain froze with the initial dividend spin, and ... didn't make it a full/bigger position. Frustrating.

The ability to change the topic/thread title might be helpful. Makes it easier to track when company name or symbol changes.

Though this might be more relevant: https://southeasternasset.com/podcasts/ge-larry-culp-on-lean-manufacturing-culture-and-covid/ Or look via your fav podcast app.

I assume something similar from Freakanomics: https://freakonomics.com/podcast/jeff-immelt/ Also can be found with your fav podcast app.

I think some comments on Seeking Alpha were saying Eros had been under leveraging the non paying accounts with poor ads distribution.

My understanding is that the non paying accounts also have little ad rev too. Though I should add that I have a small speculative position here too.

Pipeline for new content?

How realistic is a move to water & sewer?

Anyone can share opinion on Topicus? Not sure about it's business prospects, and not sure what to do with the few shares I have?

Added tracking for SE and OSSIF. SE cause FOMO. OSSIF cause of bad habit on liking new green-ish tech solutions.

Interesting and thanks!