Zeev's Turnips Patch-No Politics (ZEEV)

[ayahuasca]

Hi Zeev,

SFCC is ugly. Thankfully I only took a small position, but I did it with near term options and I'm going to lose that. It was entirely a gamble based on earnings, so I was prepared for this possibility.
I do have a few hundred shares in an IRA from the $22.30 level, and I may add to that position but not immediately. I need to do a more thorough review of the situation. I like the business but I need to review whether SFCC isn't going to be done in by the recent controversey surrounding their Miami facility. I thought we were passed that, but it doesnt seem to be the case.