Tag: cnct

A quick reflection
Small Cap, Comment

A quick reflection

Tony Boden- October 10, 2020

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post by upgrading to Gold Membership. Read More

Value Disconnect at Connect #CNCT
Small Cap

Value Disconnect at Connect #CNCT

Tony Boden- July 28, 2020

The value destruction at Connect has been huge. But it's called "history" for a reason. What matters is whether Connect is buyable right now. I ... Read More

Patience is a virtue
Small Cap, Comment

Patience is a virtue

Tony Boden- September 26, 2019

Any value investor that has been around the block a few times will have no doubt trotted out this phrase a few times to justify ... Read More

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