Saul,
Truly, these are questions, not accusations.
Your purchase of SNCR was rather recent (within the last 3-4 months?) and from analysis published on this board the valuations were in ‘good’ ranges, what is the driving factor of your sale of SNCR today? I note, you stated “almost entirely out”. Did you run new numbers and they are now too high and hot? You don’t think they have other market opportunity? Did you note the valuation range of a buyout was $2billion and with the 18-20% share price increase that number was crested?
Thankful for your thoughtful and munificent replies.
Learning, slowly learning,
KLVanLiew