@bkaellner Good presentation on it by @MattPetersonCFA on @manualofideas. Also mentions possible reason freeing up cash for other ideas. Great discussion here https://t.co/eEGgzluCPv both seem to still like it.
Also watch % of shares sold short. 15 days to cover. Could cause some big moves
— Max Busch (@SteigerwaldValu)
Feb 22, 2022