VGFC - Why I Sold

In this podcast, they discuss the reasons behind selling their small position in the Very Good Food Company, highlighting risks on scaling production and selling products at scale. They analyze the financial highlights and production constraints impacting the company's growth potential. They also talk about challenges in scaling production, delays in commissioning a new production line, strategic mistakes, poor execution, and liquidity risk, as well as challenges and red flags in the company's management and operations.