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The toughest thing about investing is knowing when you are tricking yourself into believing something that may not be real. Over the past 6 years, listening closely to my intuition has payed off well in terms of investments. However, over the last week or so, I have been mentally wrestling with the position I initiated (mostly out of intuition) in $BB last winter. Today, I bring you my updated conclusions. In essence, seen with a linear mindset $BB may look like a relatively boring and even fairly valued IT business. Seeing the forest for the trees, however, it looks to me like deep value and like what is likely to be the cheapest tech platform on earth today, with the properties of an asymmetric investment.
