The TII article was probably the best they've ever written on TIM.
Their recommendation has cost me heaps over the years....but I can put that down to experience and learning lessons.
Their quote about TIM (courtesy of Charlie Munger) says it all: You can't make clay out of turds!
That's why I cannot beat up on TII because I knew that they had a crappy product...and still I bought their shares!
As TII have suggested, it's mop up time.
The TII article was probably the best they've ever written on...
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