In short: Q&A: still holds a small position and it's "frankly more interesting" — the stock trades at a >30% discount to a standing bid for its assets; trying to add in the low $20s.
Full passage: premium transcript (PDF).
In short: Several headlines around a takeover bid (reported as "Heim Skall") — an arb situation he's monitoring.
Full passage: premium transcript (PDF).
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