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very well said @Vegantacos. Things are moving, just not as much...

  1. 141 Posts.
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    very well said @Vegantacos. Things are moving, just not as much as we would have liked. Can't fault the management - as @dunnomuch has so beautifully summarized, things are beyond their control.

    I am down more than 30% ( I don't hold as much as some of the other guys here, nevertheless this is the third-largest holding in my portfolio). I am taking a VC approach here - either a big fat 0 or some substantial returns on the investment.
 
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