$WHR

已退出WHR;因管理层问题及市场预期未达,投资论点失败。

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Patience Is the Ultimate Edge in Investing | Matt Sweeney
The Acquirers Podcast发布 2026-09-02 · 2 段内容
47:53/ 打开原视频

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上次你上节目时,你推荐了Whole Earth Brands。你能跟我们谈谈那里的情况吗?我已经清仓了该股,目前没有什么要补充的。

last time you were on, you pitched Whole Earth Brands. Can you tell us a little bit about the situation there? Uh, I'm out of the name and I I don't have anything to add at this time.

我想,可能是选错了人,或者世界没有按我预想的方式变化。这不是我真正想重新讨论的。但表面上看起来很容易说,人会选对,业务也会是对的。但结果并没有按我预想的方向发展。

some combination of getting the people wrong and the world not changing the way I thought it would, I guess. I It's not one I really want to want to rehash, I guess. But, you know, it it was something that on the surface it seemed very easy to say like the the people are going to be the right people and the business is going to be the right business. And then it it uh you know it didn't go the way I thought I would, I guess.

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2026-09-02看跌本条
上次你上节目时,你推荐了Whole Earth Brands。你能跟我们谈谈那里的情况吗?
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