#11 The Investigator
Behind the Balance Sheet
How Do You Manage a Bet Size?
Wesoay: As as a sellside short seller, you just keep on plugging away. The stock subsequently went to the moon, and then and then back pretty much to zero. So hat was how we got into the story. I was ilokig. These two things would change my view. Number one, a reduction in the gross debt, and number two, an improvement in the free cash flow conversion. And across six years of accounts and 24 quarters of wire card beating and raising the ebit dar estimates, neither of those two things ever happened.
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