Appreciate that! It’s rare to find investors who actually like the messiness, but that’s usually where the margin of safety is.
You mentioned seeing this mispricing in your own portfolio; I’m curious, what other complex/messy stocks are you watching right now that the market is ignoring? I’m always looking to add to the watchlist.
Appreciate that! It’s rare to find investors who actually like the messiness, but that’s usually where the margin of safety is.
You mentioned seeing this mispricing in your own portfolio; I’m curious, what other complex/messy stocks are you watching right now that the market is ignoring? I’m always looking to add to the watchlist.