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  • DryClean/EnviroStar: Customers and Suppliers Reduce Risk [View article]
    Hi Ankit,

    The investment horizon of my fund is of a long-term nature. As such, short-term cyclical issues are not a major concern. Instead, they create an opportunity, as prices come down for temporary problems, allowing the long-term investor to take advantage.


    On Nov 26 01:35 PM Ankit Gupta wrote:

    > Have you noticed that 154 of their 227 US locations are in Florida?
    > Does that concern you at all?
    >
    > Florida's markets have been hit pretty hard and so do you have any
    > concerns about those locations not doing so well?
    Nov 29 18:08 pm |Rating: 0 0 |Link to Comment
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