The #1 Variable that Wall Street Overlooks Benefits of Investing in Turnarounds

Defining the Runway of Opportunity

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An area on which we spend a lot of effort is to define how big the runway of opportunity is in the business. We’re not looking for short-term or arbitrage opportunities, but cases where we can see a reasonable probability of a huge upside, which we’re not paying for.
Source: http://www.valueinvestorinsight.com/