Dear T.E.P.,
thanks for your post. Just a short reply (too many papers to sign today), but I like our posts because your enthusiasm for this share and investments in general is so infectious.
- I expressed no view on the Gongs / Cheung, in fact I have no view on them; and I have no business there.They were not on my mind when I wrote the post. I simply stated that two institutional investors (Bergen, Whiteoak) exited.
- To bring the opinion of Adir Shiffman into the equation is not an economic argument, but a debating technique (appeal to authority). You know that as an Oxford-educated man.
- I did not suggest that Whiteoak exited at peak valuation; that would not be sensible since they exited at low valuation. The narrative is that THM is a bargain. My point is: Is it a bargain?
I simply state my views as I see it ('sine ira et studio' - just for you as an Oxford Man)
All in good spirit.
PS. There is so much more I have to say and probs will post when I have more time.
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