Anodyne
Tuesday, March 08, 2016
 
Anodyne Inc.

I don't post that much here anymore about real-life Anodyne Inc., but am pleased to report that one of the portfolio's holdings gained 40% in the last few days, finally exceeding my estimate of intrinsic value, and was sold.  To put this in perspective, this is the equivalent of a extra week of receipts in the shop, and from reading and thinking, to boot! My thanks to Mr. Charlie Munger (for the courage of one's convictions) & Ms. Sylvia Grace Borda, whose frustration with the suspects originally made me go take a closer look at them, only to realize they were a/ publicly traded, and, b/ significantly undervalued.
- posted by cjb @ 7:21 PM


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