Zeke Ashton spotted this one a couple of years ago when he was writing for TMF Select (now Hidden Gems). He thought the business was undervalued at the time and I believe they were stripping out some segments to concentrate on the more profitable ones. Obviously, the strategy has worked. I was recently trading e-mails with Zeke about the proposed Tilson Dividend Fund which would be managed by he and Matt Richey. I mentioned some of his recommendations at TMF Select that I had profitted by. He said that the performance of RAVN's business had surprised even him. I believe he still holds the stock in some privately managed accounts.
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