This post is about my thoughts from the earlier analysis of S i2i. (The actual name of the company has a spacing between the “S” and the “i2i”, the S stands for “Spice” btw, but for simplicity sake, the rest of this post will just refer it to as Si2i without the spacing.  Cos I keep forgetting to type the space) In my earlier post, I mentioned that I agree largely with Alain T’s investing thesis, yet I personally do not own a stake, and if I ever do, I said it’ll be a very small allocation. Why the contradiction? Why agree with a positive investing thesis, yet not feel confident enough to allocate capital to the idea currently? I feel I need to justify my comments. 1stly, the investing thesis was written by Alain in the early part of June (I think), or before. With the benefit of hindsight, if ......