The previous bear case target was $12. We obviously have new information and with the stock at $6.85 what would a new bear case look like? Any thoughts to help me understand the true downside... login to read the rest
My fund has owned this for about one year. I think now is an incredible time to buy FLEX. Nike was a distraction and I'm glad they're walking away. The core bull theses around Sketch-to-Scale... login to read the rest
10-K filed / Accounting Investigation completed - no issues
FLEX filed their 10-K after the close today. Long story short, everything looks fine.
The Audit Committee investigation is now complete with no change at all to financials as reported in Q4. There is a material... login to read the rest
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