“Even a broken clock is right twice a day”..
How much do you think WOSG will be valued at if Rolex does indeed terminate the AD with them?
I am asking to understand more about position sizing as Joel Greenblatt said: the largest position is the one that I am sure will not lose money.
Downside would be substantial but again, vvv unlikely to happen - not feasible in the n-term at least.
How much do you think WOSG will be valued at if Rolex does indeed terminate the AD with them?
I am asking to understand more about position sizing as Joel Greenblatt said: the largest position is the one that I am sure will not lose money.
Downside would be substantial but again, vvv unlikely to happen - not feasible in the n-term at least.