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Strategies & Market Trends : Value Investing

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To: Sean Collett who wrote (73827)	10/3/2023 7:53:51 PM
From: E_K_S	of 78667

Re: any Turn around w/ assets & burning cash and/or close to FCF positive The one thing I have learned is the distressed company must have an 'EXIT' strategy. You must have a management that can make the changes to right side the company. That's why I like either (1) an activist investor forcing the change, (2) Private Equity w/ a big bet in the game and/or (3) Director's, BOD and managers motivated to make the changes. So you want to see the insiders buying (not selling). The key is the 'Exit' strategy. That is why I follow Carl Icahn in many of his deals. Link to Dataroma for QRTEA Interesting that M. Burry has a position

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