My current day job is becoming more and more oriented towards the public markets, which has the potential to create conflicts and significantly limits my ability to discuss publicly traded companies. Given this situation I decided to take a break from publishing on this site. As you may guess, this wasn’t an easy decision… this blog and its readers have been a significant part of my life for over a decade but it is the inevitable one given the circumstances. I am very grateful and feel fortunate to have had the opportunity to interact with all of you. I am going to miss it.