Jeremy Raper - Credit Focused Equity
The Business Brew
00:00
The Discomfort of Holding TransTime
"I'm not some hedge fund guru. Like I'm a dude that's trying to make it doing things I understand," he says. "Now you need a view on a lot of things and like I'm dealing with the discomfort of holding that" He owns TransTime right now, but bought when Disney plus numbers came out in March. 'If these guys can't make it through COVID with $4 billion of cash on the balance sheet'
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