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ProLiberty

03/19/25 2:45 PM

#434092 RE: Tatsumaki #434091

False. He has lost a bunch and only makes meaningful money if the stock goes up. He is not on management and has no way of stealing $300m cash. It's possible that because this is a small position for his fund that he thinks it's worth burning for another year for the chance of a turnaround and a sale 10x higher.
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MrFred

03/19/25 2:55 PM

#434093 RE: Tatsumaki #434091

He's booked losses across sub LLC's to offset gains in his other positions

Please provide the detail that backs up your conjecture.