u/Teembeau · 36d ago9 prior · awaiting results
“Owns shares; originally bought on UK recession thesis, now turning around under new CEO”
Portfolio (I thought I'd dump this and some discussion)
Holding British discount retailer as a position that has benefited from recession expectations and is now seeing positive management change. Mixed conviction with both thesis (recession play) and operational improvement.
Now $44.35as of Sep 9, 4:30 PM ET