15 de febrero:
«Initiated a position in WTR this morning. It doesn’t seem like an especially great value, and I’m uncertain as to what it will look like post-acquisition, but I am only buying a small position to begin from — I hope to build it over the next two years into a size comparable to my other utilities.»
«I will likely be layering into this one slowly over the next two years, whatever the valuation, but I would be willing to make a larger purchase if it were to offer an unusually good value.»
Ha analizado las utilities del sector agua y esta ha sido la escogida.