I don't mind Ron either, but to have a username that borrows from his name, write bullish commentary on a lot of his picks, and sing his praises for a decent but unremarkable return....it will take a lot more convincing to make people here drink the Kool Aid.
TBF really had some shocking picks in the final months of its existence, including MUA, FIG and MCP. EML was probably the last nail on the coffin, given that it was possibly their highest conviction holding.
Breaking Down Breakage, page-7
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