bought about 1.5% position. Should have gone heavier but was just unfortunate not to have enough cash on the sidelines. Some of my other buys mid March have done far better to be honest. Rf1, fid, aercap, Capri holdings, lsf all up 50-150% yet I still haven’t got back to pre covid levels on a portfolio level.
my worst buy (in terms of return) during covid has been urw. Valuation is getting ridiculously low. Just can’t work out what I’m missing there.
The nice thing about amc is it’s resilience. To have a company grow in good times and bad, excellent liquidity/balance sheet and to have quality management with history of excellent capital allocation is a rarity. to have that with a reasonable valuation multiple is even rarer.
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