Originally Posted by
Biscuit
I bought EBO in 2010, with a few more added in 2013. Shareprice up over 200% in that time which is not too bad considering there has also been a reasonable dividend. Looking back to 2010, at the same time I also bought Delegats. Lower dividend but they are up over 500% in the same time and currently have a lower PE and have an unchanging and excellent strategy they always deliver on. I like EBO and a bit reluctant to sell, I think they are in a space (spaces) that has tailwinds going forward but I think their delivery is patchy, their strategy a bit incoherent, the shares are overpriced and the managers just shafted the shareholders.