I have to agree with the above. My judgement or question is, has this business or the sector fundamentally changed for the worse or is this a negative transitory thing (of which can happen many times during a business and just like how positive transient things can happen too)?
I'm thinking not and that Vlad is running the day to day so business as normal.
I can of course be wrong, but Peter Lynch said that If you're right 6 out of 10 times - you're doing ok. Hopefully it's one of those 6!
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