Mountaineer Partners Management
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position
long
Mountaineer Partners Management
Thesis
We are actually quite bullish on a number of names right now. If you have the view that we will emerge from a quarantine or social distancing within a two-quarter period, there are companies that we know well that are priced as if they will go bankrupt. If we can assess their liquidity and prospective cash flows, we believe they will survive and recover.
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