1) on PATK i don't really know. What I do know is that Tontine had a board member and was very invloveld. The M&A strategty for IESC look very similar to that of PATK. Now... login to read the rest
1) how much of the success at PATK do you think was due to Tontine vs. the CEO Todd Cleveland? Is it possible that Todd was a big factor and thus IESC isn't perhaps likely... login to read the rest
The insider selling was from Tontine Managment which owns over 50% of the shares and was subject to a 10-b-5-1 plan. There was also a small sale from the CEO at $17.00. In the 13-D
Q1. The sotck has done well for the last few years because it transitioned to generating higher margins. Their culutre shifted from seeking any and all business to giving more autonomy to reginol managers to... login to read the rest
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