I was very nervous as i over allocated to pixie. The avg short came in around $4. It's kinda sad for them. 20MM cash flow before interest is pretty sick but comports well with the margin models i utilized. the iowa state CARD model is very very good.
I truly believe this is about the 2nd inning, but analysis is always subject to change.
There is another opp coming up and
I will post it here tomorrow if anyone cares.
You are welcome, but it was your work and decision making that ultimately made it happen.
Like buffett says, the market helps those who help themselves.