We recently participated in a brief interview with the editors of Seeking Alpha who asked us to share our “highest conviction idea” with their readers. Rather than focus on the “high-quality blue chips” that comprise the majority of our long portfolio today, we outlined our investment thesis in an underfollowed short idea. Our negative view on the stock is driven by the ongoing secular decline in an outdated industry, best illustrated by the most recent advertisement we could find for the company.
The full article is available by clicking here.
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