RE:RE:CohodesObviously you must have thought I was posting that as a "short" comment. I am long IT but was curious of what his counterpoints were to the long investment thesis. Just found his presentation and with only have 2 pages of slides on his short is fairly week. Looks like his argument is 100% "bet the jockey, not the horse." I am confident that LSE & Exchangeable listing will bring this back in line with its peers. GLTA
https://www.grantspub.com/files/presentations/Grants%20Presentation%20Cochoesv10.pptx.pdf