Mid-February is still almost a week away, but I came across a unique situation that couldn’t wait, and hence the early publication of our mid-month update.
Some of my favorite situations are when multiple events come together to create a unique opportunity. I came across a situation in late October that we discussed on the podcast in November, which had some additional information come to light in recent days.
Here is what we had to say in that podcast about the situation (links to view/listen to this exchange are given below if you would prefer not to read):