"Bought earlier". When then? The share is in free fall and the fundamental data doesn't look rosy either. 〽️ What do you see that should make the turnaround?
@Dagobert20000 First of all, what does he mean by the ''fundamental'' data? Then I don't quite understand the free fall point. And what I don't understand at all is what he means by turnaround. I guess he is not very familiar with the PE industry or is looking at the wrong data.
@Investment4Life every successful PE firm started like this. Growth is not linear, especially in the early stages. why are you listing BDCs? that has nothing to do with PE and is not comparable.
@Investment4Life i don't even know where to start if i don't know exactly what you mean. i can't put a whole stock analysis in the comments here. Mutares' portfolio is performing very well. Mutares has also proven its ability when it comes to selecting companies and restructuring. The operating business of the majority of the portfolio companies is partly cyclical, which is why they are diversifying more. Especially companies with a smaller portfolio are more volatile.
