Alex Morris - TSOH Returns
The Business Brew
How Does Alex Determine When to Invest in or Sell a Position?
Alex Castellanos: I don't think it's that easy to disclose a position that publicly and then flip. He says Ackman may have just looked at the opportunity set and found something he like better. Castellanos has been doing this for over a decade now, but there are still some companies he hasn't invested in yet.
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