@Germantheologist I appreciate your insights.You can make money:...

@Germantheologist I appreciate your insights.

You can make money:

1. investing in badly run companies where that mismanagement is priced in, or
2. investing in well run companies where the prospects for growth are not appreciated by the market.

Neither of these is "right" or "wrong" they both work - if I choose 2 and you choose 1 that's OK.
If I am wrong on CDD then I will take my loss like an adult and thank you for your warning even if I didn't listen.

In the case of (1) sometimes I will roll the board but in this case that's unnecessary and impossible, Private Equity are not keeping this long term they will sell it to a more natural owner that is likely a better operator.