Legal actions against VGI Partners, page-79

Good morning Master ...

I replied above and saw your post on the other string. Not sure if I fit any of your 4 intention categories of non-holders (but I think you’re wise to consider poster motives). I think there’s probably a 5th intention than I sit in, maybe called ‘self educational’. I do some thinking/analysis and then want to discuss it and have it critiqued to see what I’ve missed, how solid the position is and how to get it better next time (a bit like a uni tutorial).

CTD has been a hard one for me and I’ve sat on the fence ... a bit frustrating really as I was hoping I’d come up with a high conviction position and make some good money (as I did buying CCP in the dip a few months back).

Good luck with your holding - no doubt the Professor from NY comments will be welcomed by holders this morning.