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  • American Capital Has Blow-Out Quarter: NAV Up To $15.71 [View article]
    Music to my ears. I've been a shareholder since the late 90's. It makes perfect sense to buy stock if you're management. However, can we really trust the NAV as a good number? The NAV is a guess at what the portfolio is worth. The company still must preform by selling and managing assets and investing in deals which work. It's a powerful story with the stock trading at a 40% discount to what we believe is NAV.
    May 1, 2012. 10:42 PM | 1 Like Like |Link to Comment
  • American Capital CEO Discusses Q3 2011 Results - Earnings Call Transcript [View article]
    Why are we looking at this now, three months later. I remember the quarter. The present results confirm that this company has turned the corner.
    Feb 15, 2012. 05:01 AM | Likes Like |Link to Comment
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