RE:RE:RE:How Much is Gamehost Worth Today?Malx & TLV,
Great thread!
The sum of your combined posts, captures the true essence of GH.
In my opinion, you are both accurate in your viewpoints.
Apologies in advance if I overly simplify :-)
Both of you feel GH has excellent ground level operational management.
Malx feels GH is undervalued, and will rise with a commodity / human nature cycle.
TLV feels GH is undervalued, and points out GH is not viewed by large investors as a top growth pick.
My view :
Excluding the obvious macro global oil based / Alberta economic issues, I see GH as a relatively stable, almost boring, ongoing enterprise, with decent operational management, that is likely to increase the dividend in the future, after reducing debt.
Is waiting on GH worth the opportunity costs of missing out on other investments?
I don't have a good answer for this question. Opportunity costs are real, but they are typically displayed in the rear view mirror of life. In other words, we tend to have a clear picture after the fact.
I have held GH for many years. I have watched the Will's guide the ship through forest fires, recessions, and a pandemic. Did I make the right decisions? We all most likely have other holdings that have outperformed GH. Not all questions have easy answers, but I certainly understand TLV's affinity for growth oriented management. I also have a deep affinity for GH current management. The "Man in the Arena" poem by Theodore Roosevelt comes to mind.
A quick poem, 1 minute read.
Link:
"man in the arena" Waxing philosophically :-)
In a sense opportunity costs apply to the institution of mariage as well as investments.
Imagine if we continually asked ourselves if we married the right spouse?
What if we continually asked ourselves if our neighbors had better performing spouses?
What if we were tasked with arranging the marriage of others?
Thank you again to everyone here, I truly enjoy the thought provoking commentary and hope I have helped others form thoughts in the process.
Cheers,
Nukester