A post-mortem on my JD investment, the food delivery misstep, capital destruction, and why opportunity cost finally forced an exit
I am adding. I love when short term uncertainty drives investors away. Looks like you manage do have good results by being catalyst oriented, fair play to you. Long term investors see moat building as an opportunity.
Yes. Adding is also a good play. The question is about IRR for the capital deployed for me.
I am adding. I love when short term uncertainty drives investors away. Looks like you manage do have good results by being catalyst oriented, fair play to you. Long term investors see moat building as an opportunity.
Yes. Adding is also a good play. The question is about IRR for the capital deployed for me.