Everyone in IAG should take some time out and look at the presentations done prior to the start of this year. You can drench yourself in self-pity at the wisdom of Steve, Tom, Rahat, Eric, and other brilliant financiers that aren't around anymore. It's going to be mighty hard living up to their legacies. There's a huge talent void/gap left by the brilliant people of last year who graduated. We sure have some big shoes to fill.
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On a lighter note, third quarter earnings start coming out in the form of 10-Qs in the next couple of weeks or so. Usually, earnings season is very important catalysts for companies that are value-oriented or under the radar, and a tremendous upside potential could be realized in the next month or so if we play our cards right. Hopefully, we will be pretty invested soon--right now the initiative is currently at around 35% invested, and the All-Star I believe is only 30%... we really hope to increase that percentage in the coming weeks... but of course, not without good ideas first.
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