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Jeremy Raper - Credit Focused Equity

The Business Brew

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The Unforgivable Miss

I missed out on Tupperware because I actually didn't know that company somewhat well. So that's a real miss. But for a lot of this stuff where maybe you're venturing off the reservation a little bit, it's like you're putting out fires left, right? Like, dude, my account drew down 50%. Look, I had a huge position in aircraft financing,. And it's very difficult to make an investment decision when one day the stocks at 60 and literally seven sessions later, it's at 10. It's like, that was crazy. The market doesn't often force you to make investment decisions of such consequence.

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