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Margin Of Safety's avatar

Harris Perlman has done good work on Seneca. TBV needs to be adjusted for the value of their farmland. It should be noted they also manufacture their own cans.

I want to take a closer look at Hurco and Key Tronic.

Avalon had a nice day today.

Excellent write up. Keep up the good work.

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Buggy Whip Bargains's avatar

Indeed very impressive work by Perlman. Good point there re SENEA and TBV - thanks! Happy to hear you enjoyed it! Yes very cheery over at AWX yesterday!

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