A post-mortem analysis by Rob Vinall of RV Capital on Ryman Healthcare.
I see..Iwould be in a hurry to pare down if I were in his shoes 😄
Great deconstruction.. feels like he believed in it so deeply he talked himself past the red flags...is that your take too? Humbling reminder for me
The same thing happened to him with Carvana, despite the red flags.
I see, that must be quite a ride!
Yeah! And I'm not sure but he still holds Carvana.
I see..Iwould be in a hurry to pare down if I were in his shoes 😄
Great deconstruction.. feels like he believed in it so deeply he talked himself past the red flags...is that your take too? Humbling reminder for me
The same thing happened to him with Carvana, despite the red flags.
I see, that must be quite a ride!
Yeah! And I'm not sure but he still holds Carvana.