In short: His other formative loss: a large, over-levered position; he wrote his only-ever board letter demanding a buyback, and the company went bankrupt ~15–18 months later. The "be very careful of high leverage" lesson.
3:51Nonetheless, the stock went down 90, 95% never recovered. And there are always unknown unknowns. There's always risks that no matter how much you try to dimensionalize an opportunity are present. And the second one is embarrassing. I was Nextel International. So I was a telecom analyst in the past.
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