Rob, BOFI is 9.6% of your portfolio. However, you think it is a poster child for a serious fall. When that happens, you intend to ‘buy a bunch more’?
Gosh. This is a manner of investing I have not previously encountered. I do not think even Jim Slater, who invented the PEG ratio decades ago (although John Neff used a similar ratio which included yield years before that) and who was no slouch at risk-taking, would have been so daring.