アクティビスト・パリサーが京成電鉄（9009）に再参入、だが機会は依然説得力に欠ける

Since I wrote this piece, Keisei vs OLC is down small. Since I wrote the previous one, it is down more. I think there is room to go, but importantly, guidance on OLC isn' great. Palliser proposed an amendment to the AoI and on 20 May, Keisei came out against. There's a discussion point below. I continue to think that both Keisei and OLC are difficult longs and Keisei vs OLC not a great oppty.