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I traded out yesterday. This will take on a whole other dimension when someone actually dies from this shit.
Great stuff Mr. Macke. Hard to figure how low this goes b/c we don’t know what mgmt reaction is going to be or how widespread ecoli problem gets…but if they don’t fix it fast, could see them erase all the goodwill (and stock appreciation) gains of the past 2+ years. I could see a 2xx handle on this if this doesn’t get fixed quickly. No position here.