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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (77318)	3/27/2025 10:06:25 AM
From: Bob Rudd	Read Replies (1) of 78476

Thanks, but I have mixed feelings about this. Yes it's a nice bump but AGRO NAV is $19.4 and to say Tether is a questionable partner is an understatement. I'm a no crypto guy [PV=0] but I watch the space and Tether has lot's of red flags. Owning a stock where the controlling partner has no ethics can be ugly. I had a position in an undervalued LNG regassification tanker co, HMLP, that was reaquired [stolen] by the GP at a price that was very unfavorable to shareholders. At this time, I'm in hide and watch mode: Reluctant to sell well below NAV, but very wary of my new 'partner.'

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