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5
member
10/21/19 6:54PM
Re: Author Exit Recommendation
4
Might be selling a bit early here, but I'm closing this out:
holding CRWD has come in some, taking a bit of wind out of the NAV growth momentum
concern about contagion from the WeMeltDown (I actually think... login to read the rest
Hi Angus,
Thanks for the kind words. I doubt I have any real insights beyond the headlines, but I can summarize:
execution has been strong w/ H1 NIIps $0.81 - nearly 12% ROE on recurring earnings
GAAP EPS... login to read the rest
TPVG posted strong results last night, yet the stock trades a bit below where it was six months ago:
2018 GAAP EPS of $1.78 & NII EPS of $1.71 - this is ~15% higher than I... login to read the rest
Are you sure you want to close this position BK TECHNOLOGIES CORP?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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