RE:Cove Street Capital & Libertus Research (VMD from SA) Thx. I am aware of the cove street view. The one hour video with Andrew leaf is also included and worth while. The interviewer is like many - he is focused o. The competitive billing issue at the expense of the big picture. Andrew Leaf capably builds that picture out - COPD 4 today - but why not three and two etc. Both of the interviewees also clearly are looking beyond COPD to large home service opportunities.
frustrating times. But the value is clear.