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mendo's avatar

why do you not like Vistry (at current prices)?

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Komodo Capital's avatar

It's not that I don't like the company at current prices. It's more that I don't trust management, despite the price.

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Li Jiang's avatar

looks like a very fruitful 2024. maybe not by absolute returns, but by how the portfolio is set up for the future.

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Komodo Capital's avatar

Appreciate that, Li. I think 2025 will be a great year… best of luck to you and yours!!

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