by Travis Johnson, Stock Gumshoe | June 14, 2019 4:42 pm
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Source URL: https://www.stockgumshoe.com/2019/06/notes-from-the-boston-omaha-annual-meeting/
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Thank you for this detailed look at BOMN. I feel like I understand the company better, especially the non-billboard part of the business. I bought a small position a year or so ago, just so I wouldn’t forget about it, and hopefully will add at opportune times.
I add a couple of $BOMN shares in my Robinhood hobby account every time it gets close to the $24 mark.
Thank you for sharing the results of your time and effort, it’s interesting stuff and continues to pique my interest in the company and build confidence in them long term.
Thank you for this Travis. Value packed info here!
Would anyone recommend buying BOMN at its present $16ish price?
Thank you,
Steve
I shared my updated thoughts a couple weeks ago here: https://www.stockgumshoe.com/2020/08/friday-file-mostly-boring-real-estate-stuff-this-week-sorry/
I decided not to add to this long term “bet the jockeys” position, mostly because of lingering concerns about but surety business during this COVID crisis (plus a little worry that the fiber business they’re buying will be capital-intensive), but I am still holding.
Thank you!