Haha a lot. It's essential to monitor debt levels and the price they pay for acquisition. We're also critical about their moat, because of the commodity products. What differentiates them (thereby extending their moat), is their expertise and involvement in the project from the start. We agree you should be carefull with these type of businesses, that's part of the reason none of us is invested in ADS
WMS is the ticker for this one, didn't see it in the write up. Nice chart on it, very oversold on dailies and ready to push up again.
Correct, thank you for the reminder. It is indeed a stock that reacts on (short term) news
A roll-up in a commodity business...what could go wrong? :-)
Haha a lot. It's essential to monitor debt levels and the price they pay for acquisition. We're also critical about their moat, because of the commodity products. What differentiates them (thereby extending their moat), is their expertise and involvement in the project from the start. We agree you should be carefull with these type of businesses, that's part of the reason none of us is invested in ADS