RE:Above average volume.....Yeah Im waiting to double down. Its bonus season lol
But gut says to wait until after earnings. Modeling this beast was a pain in the a$$. I can see why a fund manager wouldnt want to touch it.
Thumb rule of investing: Consistency. These guys grew way too quickly and strategic review I think was basically 2 steps:
1) Management needing to fully understand and integrate the business
2) PE coming in to try to trick management into selling a company they didnt fully yet understand yet. This was a DISTRACTION. Im glad its over now