209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
Chat With Traders
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The King Fisher Case
The investment in the market knows what's happening. So long only managers have a real interest in finding out about governance issues, accounting issues and business inflection points because they make money by staying invested. They know which stocks to avoid. That is when stocks, this will torpedo. You will portfolio performance. Right. But certainly the business has reached an inflection point and now it's time to get out and you didn't get out in time because the market doesn't give you time toget out. It's a very interesting question and it is also interesting that you say that's my best known piece of work and I'm best known for that. The Bad Boy Billionaires Netflix was first
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