Our thoughts on the Company are well explained in our original post. Of course, you can do all the work and still not get it right, such is the market, but we predicted a good set of results and business updates that would put them on the trajectory to achieve our range, and we are happy that it has. Timing and discovery are among the keys. We try to differentiate between trading and investment theses; either way looking for good businesses, operators, trends and/or opportunities.
Did you guys predicted exactly that? I thought it's a long-term appraisal
Our thoughts on the Company are well explained in our original post. Of course, you can do all the work and still not get it right, such is the market, but we predicted a good set of results and business updates that would put them on the trajectory to achieve our range, and we are happy that it has. Timing and discovery are among the keys. We try to differentiate between trading and investment theses; either way looking for good businesses, operators, trends and/or opportunities.