Hi, I meant to start this post as how Brexit relates to the opportunity of buying Alfaholics and other companies parts at a discount, not as a whole for vs. against political discussion.
I am not British so I don't have a real dog in this race. However to those claiming it is all based upon racism xenophobia, stupid masses etc. Let me ask, "Do you leave the door to your house open for anyone to just walk in, do as they please, ask to live by their own house rules, welcomed or not? Vetted or not?" "Do you not believe in having sovereign states"?
I've learned to be quiet and content when threads start to take on a life of their own. We don't own the threads we start, after all.
The buying opportunity, if there is one, will likely be short. Markets always return to equilibrium sooner rather than later. I've been thrilled by the strength of the dollar over the past year or so, but trying to grab the recent plunge in the Pound or Euro is likely to be like trying to time the bottom in the stock market. "Like trying to catch a falling knife by the blade."
As for politics...
My view is that ideology misses the point. Whether or not a nation, or island, asserts its "sovereignty" is a concept more suited to feudal times. What we learn over and over again, however, is that justice and administration is more efficient and "just" the smaller it is, and the closer to that which is being tried or administrated.
I can call my local mayor or supervisors and make a change in their thinking. I can march into City Hall and get something fixed. I cannot get through to the President or any of my Senators or Representatives, ever. I cannot fathom trying to right a wrong when the responsible bureaucrat is in a different country, with a native language different than my own, and from a culture that views my ethical standards to be wrong, or worse.
I have many British friends. They are intelligent and not racist. They are fed up with having their lives yanked around by the peculiarities of bureaucrats in another country.
A related question...
Are you comfortable flying on an aircraft that was built requiring the British, French, and Germans to cooperate?