Member Info for pdosullivan

Morning all. I wrote a blog last night on BT that may be of interest to people here. Here is the link to the piece: https://tbifund.wordpress.com/2021/08/08/bt-bt-a-ln-a-value-stock-transitioning-into-a-growth-stock/ - if the link doesn’t appear my blog is at tbifund DOT wordpress DOT com

Ah, I see that you can't post links here. The blog can be seen at tbifund dot wordpress dot com

Hi everyone. I have written a blog post on Daniel Thwaites that might be of interest to some of you here. Trading at a 68% discount to tangible net asset value and with clear short- and long-term catalysts, I think it is an interesting proposition. My blog on it can be read here: https://tbifund.wordpress.com/2021/07/12/daniel-thwaites-thw-pz-a-most-hospitable-investment/