Added: Enzon and VIASAT
To me the most intersting part is that he kept holding BBEP which is the largest holding in my portfolio. Also he did not sell Solar Cap which I thought he had invested into at the depth of the crisis and might sell after the IPO. Since he is still holding it he might still see value in it. So I have to investingate this company further. Also VIASAT is a mystery to me........by no angle it looks like a value play but I had my doubts about ADCT too and look how that played out.
So I will again revisit ENZN,VSAT and SLRC.
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