As a past holder I'm interested in your views on LVT @Andrew1234 . The past week or so has seen the emergence of a new poster, the likes of which I haven't come across on HC before. Thorough, detailed, professional. He/she has put forward an excellent thesis, basically hinging on the cash burn inflection point occurring in the March/June quarters. Have you read his posts?
The Brains Trust-2019, page-450
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