I'm picking this assuming the accurate ticker is BOC and that this is the Boston Omaha Corporation I'm thinking of. This is a somewhat speculative pick based on many Fool recommendations of the leadership team. If leadership doesn't live up to performance expectations that will be a deal breaker. So far they have focused on diverse, high-margin businesses that I have little exposure to due to a large allocation of growth stocks, and they appear to be executing well. They are now looking to create one (or more) real estate fund(s) that will give me more exposure to underserved assets in my portfolio.

I like BOC's plan. I know and accept that they are in a building phase, but think they are ontrack to be something special. I'm willing to wait and play a long game here. Their model is strong, the management appears to have adopted a great playbook and are sticking with it - so I am sticking with them!