Michael Mitchell - Fundamental Opportunist
The Business Brew
00:00
The Good Business, Never Sell
"It was pretty clear two quarters and it just wasn't thered. I didn't have confidence that if management couldn't tell me what the problems were," he said. "If your thesis is wrong, it almost doesn't even matter what the price is." He sold everything but forgot about it until his friend Bill Brewster started publishing on twitter about it.
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