RE:RE:RE:RE:This a very entertaining websiteprobability25 wrote: If someone says the acquisition is expensive and the press release clearly explains it doubles EBITDA before cross selling I think the quote holds more weight
I agree. I addition to my own DD I will sometimes peruse various forums to seek out additional information. I am not naive enough to think I know it all in every sector, even the healthcare sector that my career is in. I read both bull and bear sides with an open mind, and revise my own thesis as necessary.
A well constructed argument, with evidence to back it up (e.g. #'s, quotes, etc.), always holds more weight in my books than an unsupported statment such as WATCH OUT BELOW!
All the best,
Z
Disclosure: I am long PHM and plan on holding for years, until the story changes, or until I can find a better company to replace them with.