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landstander

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  1. Transact Technologies (TACT). Being correctly punished for being in casinos and in food service.
  2. Sharps Compliance (SMED) - Up quite bit already, but would benefit from testing and vaccine waste needs.
  3. Regarding multiple Microsoft products, Skype for Business is reaching end of life July 2021 and being replaced by Teams. If that happens, I think it further limits Slack as Teams becomes the default choice for larger companies.
  4. You should be fine - https://travel.state.gov/content/travel/en/international-travel/International-Travel-Country-Information-Pages/Canada.html I had to look this up as I'm going through Canada to Europe next week.
  5. The article was posted on ZeroHedge if you're still interested - https://www.zerohedge.com/news/2019-04-25/quiet-panic-kyle-bass-hong-kongs-looming-financial-political-crisis
  6. Purchased TACT. I like the odds on their restaurant business and today's departure of a board member (possibly in response to activist letter on 12/18).
  7. Bought some TACT. Maybe earnings tomorrow provide some visibility into their restaurant division, although it's been a lot of nothing for years now.
  8. It does seem rather concentrated, but this also seems to be their very high conviction idea (7x). I'm not in it, but it's interesting - https://www.kerrisdalecap.com/wp-content/uploads/2018/06/Intelsat-and-SES.pdf
  9. Wide ranging interview I enjoyed with Tony Deden -
  10. Bought NYCB and sold SMTA (spinoff from SRC).
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