$HAS
BEARISH2023-10-26By horizon✓ hit-7.5%
1d
…
5d
✓ -2.1%
21d
✓ -7.5%
Original post
Connor Haley · 2023-10-26
It's humorous to see trolls trying to poke fun at $HAS (and wonder why they are blocked). Yes, we made a mistake. Ironically, getting out when we did (end of 2022) and returning LP capital when we did not have to is something I am proud of. It would have been easier to "keep fighting," especially with a 3 year lock on a large amount of capital. But in our view, there needed to be activist change quickly-- and shareholders did not vote for it. Our thesis was broken and we took our lumps to go fight another day. Not surprised to see Chris Cocks struggling. Not our fight anymore-- the shareholders who voted for the incumbents can figure it out now and Cocks can try to explain why the stock has underperformed so much during his tenure as CEO.
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