I don’t have a good answer. I run a very diversified portfolio and I’m very comfortable to hold a company like Avanti. i try to increase allocation when I feel this offers more value vs other ideas.
But yes, last 3-5 years have been a drag. Since last 2 years I have been expecting things to change for the industry to happen but that is not playing out…but with more time I feel that my respect for the underlying business/leadership of Avanti have only increased.
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