ASOS: An Autopsy, Lessons Learned, And The Expectations Going Forward (OTCMKTS:ASOMF) -LSB

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In this photo illustration the ASOS logo of a British online...

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Investment thesis

Our current investment thesis is:

  • While we were completely wrong about ASOS as a long-term investment, we do see value as a short-term opportunistic play. Sentiment is at a low and its valuation is depressed. We

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