SEARCH FUND AND COVID19

Hello,

with covid19, many otherwise healthy companies will see their number turning red for this year, and maybe more. This will pull them off the searchers target list, and they will not match key criteria’s anymore like steady growth or profitability, reducing significantly the potential number of target.
I’d be interested to hear from investors if they would consider investing in a company that has been doing well till the Covid crisis and then saw their number worsen, hopefully temporarily. How would you react if proposed this kind of deals? What key criteria would you require to ci it je the conversation ?



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