While the bulk of my time in the past 3-6 months has been spent in the oil space, I have had some time to find attractive longs in other sectors. One of my favorite is Rand Worldwide. I published my thesis on Value Investors Club back in November.
Shares are still attractive and I have been adding to my position recently. I believe the relationship with ADSK is rock-solid and should be fruitful for RWWI for a number of years.
