Just curious, has anyone emailed Spinks about Euroz, and asked what if any lessons were learned?
While i'm on the record and i firmly i believe they began to exit due to a hot market with most stock pickers tipping an imminent 5-10% pullback, and KNL is just collateral damage of them increasing their cash position as a result. I would however like to know if Spinks has spoken Euroz since the CR and them taking their 5% position?
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