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Re: IMF - Bentham IMFYou are right, probably more accurate to drop the word value and just say investor as opposed to speculator.I hope you are right ROE and the price does drift down, I think this is a powerful business model with a lot of upside to come as long as they stay disciplined and execute the plan well.
Re: IMF - Bentham IMF
You are right, probably more accurate to drop the word value and just say investor as opposed to speculator.
I hope you are right ROE and the price does drift down, I think this is a powerful business model with a lot of upside to come as long as they stay disciplined and execute the plan well.
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