Wednesday, January 2, 2013


Steven Feinberg of Cereberus, last year signed a contract with GEOY to be able to buy 30% of the outstanding stock for GEOY when it was about $19. Geez, I wonder if he knew something?

Going forward-what i really want to know is, will this merger (monopoly) between GEOY and DGI allow them to execute monopolistic pricing?

The things I know:
1. big upside in industry
2. wide moat to get in
3. I want to hold at least one of these stocks

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