Michael Mitchell - Fundamental Opportunist
The Business Brew
00:00
How Do You Decide Between Thesis Creep and Reality?
When you start really peeling back the onion of people who shop there, they're almost fanatics. So for me, i saw, thats like, my god, these guys really know. Andi sort of pro formed that you could buy this thing for ten times earnings,. I got really excited. We bought at on. At one time it was a huge position. so i been rolling forward.
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