I feel almost too lazy to write about this. A couple of months, a reader brought up several investing ideas to my attention. The kingboard copper foil situation in particular, was interesting to me because it’s an arbitrage situation, and the investing thesis would thus be different from your typical undervaluation thesis. All details blocked out for privacy reasons, the said reader would like to remain anonymous. Check out the date: Sept 2016. Well that’s an important point, as you’d see later. So I have had… 5 months? or so to work on this. I did take a quick look at it, it seemed intriguing, but I was really busy with work and other things to look at. End of the year is usually a very busy period in the healthcare office where I work, but yea, no excuses. Anyway, I chugged this into a “TO LOOK AT MORE CLOSELY” ......