Dec. 12 at 4:15 PM
$MGNI has now, through slow-grind, reclaimed the spot as my largest position, leapfrogging NET and SHOP. Used to be grotesquely oversized, but Barrett took care of that problem for me.
Still officially holding all shares and calls here, and recent price action is soothing -- although until we're back in the 20's, resentment triumphs. The analyst note today was spot-on, as the Brits say, in praising the growth last quarter. The last ER wasn't at all bad, and they are growing much faster than previously. We just need a younger, hotter person to delivered the results, preferably with a European accent (but not Scottish).
