I’m down 40% my investing reputation means little to anyone outside my family & FIGs only 1.5% of my portfolio, but I’m still stinging. I feel for Steve, he seems like a decent sincere guy & this ones gone bad for him, it happens! It was hard to draw a lot from the piece beyond he’s stinging, however I felt he’s waiting it out hoping his original thesis holds true.
I’m down 40% my investing reputation means little to anyone...
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