1. https://static.seekingalpha.com/uploads/sa_presentations/470...
The letter that you linked doesn't cite any sources, and doesn't come from a reputable fund (based on a quick SEC search, Hirschmann Capital seems to only managing ~$20m AUM, meaning it's likely a one-man operation)
The letter that you linked doesn't cite any sources, and doesn't come from a reputable fund (based on a quick SEC search, Hirschmann Capital seems to only managing ~$20m AUM, meaning it's likely a one-man operation)