"Another Veneto?"

You know, the way things seem now could be VERY different from how they might look two years from now.

If you're not comfortable waiting, book some of the profits you are sitting on now and let the rest ride. There are a LOT of people doing exactly that.

Yes it seems like the business model is to buy these small companies for top dollar in order to bring them all under the same umbrella. What if they execute well and the whole becomes greater than the parts?

That is my feeling, hope, expectation.

I'm willing to wait and see. Those who are not, should book their profits.