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No. of Recommendations: 5
Man, I'd love to see another situation like we did at BOBE -- where we were demonstrably paying for only one of the businesses and getting the other for free or more than free. Plus we had an activist holding management's feet to the fire. That was such a great setup.

We had a similar BOGO in ENSG back in 2014 with the CTRE spinoff.

And I blew one with the FSV/CIGI spinoff in 2015, which was an absolutely fantastic deal. I've got my eye closely on FSV when the market enters a recession. It's a tremendously well-run business that is highly resistant to globalization/the internet/pick your bete noire. I'd love to own a ton of it at the right price.

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