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What Do You Do When a Company Is Too Hard?
phil town: What do you do when one box is unticked in a company that has other wise glowing financial statements? Phil Town: Do you write it off altogether and just say, that company's too hard. Or do you mitigate the risk by adding in some, quote, 'risk wind age' to your margin of safety price?PhilTown: How doo phil town advise thinking about these what seem like maybe isolated pockets of risk when everything else is looking good in a companymaybe she totally understands.