Cash from b/s! Last Andy letter has lots of very positive things in it. The tone is the best I've seen. Yes its still like pulling teeth to ever get any specific info. Sure wish some key people at the company would throw out info from time to time....
Andy on the board of HEK (stock's been a great short); but think its a good long trade into earnings next week. Made some money shorting this stock, but covered way too early. There's some real pissed off institutional clients who did this last deal, but hopeful all or most of these guys are out of the stock by now.
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