Long time follower, always appreciate your sharp thinking. Unfortunately Mr. Market is not always logical and/or the financials deteriorate, and we miss the punt widely like with the broadcasters. etc.
I think you've nailed it with the offshore thesis, especially considering how few things are left that could go wrong. Folks should stand up and listen.
Long time follower, always appreciate your sharp thinking. Unfortunately Mr. Market is not always logical and/or the financials deteriorate, and we miss the punt widely like with the broadcasters. etc.
I think you've nailed it with the offshore thesis, especially considering how few things are left that could go wrong. Folks should stand up and listen.
Long time follower, always appreciate your sharp thinking. Unfortunately Mr. Market is not always logical and/or the financials deteriorate, and we miss the punt widely like with the broadcasters. etc.
I think you've nailed it with the offshore thesis, especially considering how few things are left that could go wrong. Folks should stand up and listen.