Coronavirus knocks less off of anticipated 2024 value than you might otherwise expect.
— Brett Winton (@wintonARK) March 25, 2020
Roughly $6,800 expected value vs $7,200 otherwise.
In many cases the company is management-bandwidth-constrained on scaling so 2024 outcomes are not hyper-sensitive to 2020 softness.
via Twitter https://twitter.com/wintonARK
March 26, 2020 at 02:44AM
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