BlackBerry Limited
BBRY
position
long
Josh Resnick
Thesis
After initially being short on BlackBerry, we reversed our position and went long due to the impressive turnaround strategy presented by CEO John Chen, which we believed would gain investor confidence despite the company's challenges.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the long position has been successful. The turnaround strategy may still be in progress, and investor confidence could take time to materialize. Therefore, the outcome remains uncertain.
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