He was asking me about capital intensive businesses. I talked about a highly capital intensive company... and still Mayne Pharma's financial performance couldn't stack up against that.
Why do you think I'm trolling?
These are quite useful discussion. I know it's not as pleasant as listening to friends with the same hope and thinking, but it might be useful. No?
Anyway, I rarely talk down a business. It's unpleasant and I like to dig deep into companies I can invest in rather than painfully doing the same work on companies I won't gain any profit on.
So you welcome.
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