Painful loss realization after the
debacle at Super Micro Computer.
I was actually super optimistic about the
company, but given the serious allegations and difficulties with the auditors, I'd rather say goodbye to the position.
Turn-around bets don't really fit my strategy and the strong growth will be difficult to continue due to the loss of trust from investors, lenders, customers and suppliers.
Now I can only hope that they don't introduce a new auditor tomorrow and clear all the accusations out of the way😂