Roger's lost that lovin feelin, page-19

Fund managers regularly meet with management and conduct much deeper analysis into a company , it's financial and outlook statements. You only need to listen to some conference calls to see this. This is not inside info , it's due diligence people managing 100s of millions must and do undertake
My only issue with Roger from this execercise is the panic on which he exited is position and the seeming contradiction between being worth a lot more at 160 even after they applied some harsh revenue assumptions ( thus one would assume a value of 2.30 plus ) to exiting in a panic at 85. Can't help but think the decision to exit quickly was as much about the reputable damage of being as to talk about Vita as it was a decision to sell at 85c . Sell , so a blog that tries to make a failure a positive and never talk about it again