Reputation is the most important currency and once that is lost - it’s very difficult to regain…
Business will bounce back but reputation will take years IMHO… and so will the multiple i feel…
Management’s silence since the PIB report is deafening!
Key component of my thesis was management (fire in belly, aggression, optionalities etc.) but my thesis is broken for now… so i’m happy to exit and take my profit… i was invested since early days and had a very large position…
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