I refer to B.F.'s latest on a thread with the really bad "heading" of "a theory" (OK heading, really, but VERY missable, and B.F.'s remarks are off its topic!)
... I'd only suggest, with respect, that B.F.'s enthusiasm (as of now) appears to be almost without limit. It's the very rare "semi cycle," and I admit to having far less expertise than some in this connection that lasts for years.... It's even rarer for a small company to stay at the top of ITS game for much more than a year or 2.... I, too, am very taken with ANAD at the moment, but I strongly suspect that B.F. will prove to be much better at calling bottoms than tops. That is, it borders on the impossible to imagine him saying, "Now ANAD is fully valued."
Just a caution, mind you, if he proves right in suggesting -- as he does -- that there's plenty of upward stock price action for ANAD at this point.... No tree grows to the sky!