Great write-up. A 29x PE definitely reflects high expectations for a turnaround. What are your thoughts on the company’s chance to achieve a greater turnaround and beat the market’s current expectations?
I think there is plenty of room to outperform here, although it will be far from certain. Also, with shares having gained another 5%+ in recent days, the risk-reward isn't getting more favorable. Right now, I might want to wait for a slight pullback!
Great write-up. A 29x PE definitely reflects high expectations for a turnaround. What are your thoughts on the company’s chance to achieve a greater turnaround and beat the market’s current expectations?
I think there is plenty of room to outperform here, although it will be far from certain. Also, with shares having gained another 5%+ in recent days, the risk-reward isn't getting more favorable. Right now, I might want to wait for a slight pullback!
What a job!!! Great! Thanks
Thank you!
Great post! Really like your thorough yet easy to understand explanation
Thank you! Appreciate it a lot.
Very thorough and enjoyable to read. Love how you go into such depth without sounding like a text book.
Thank you so much! It ended up much more comprehensive than I intended, so glad to hear you liked it!