@TMTLongShort I’m curious if you see the sum of all this as net positive for US hegemony into the next era. I can paint the atarky attempt you’re alluding to as a sweeping strategic retreat for the US as these are all the forward positions. I.e Byz lose Syria, Egypt to Umayyad but keep Anatoly
@GeoPDude@TMTLongShort Public hatred of irgc is high and these are narrow strike packages hitting assets that are needed for suppression by the IRGC. If they took kharg island and took out the infrastructure that would be viewed as destroying the national wealth of the nation. This is regime targeting
@TMTLongShort@GeoPDude I don’t understand why there is such a resounding belief that we are not going to see a complete defeat. All AA/AD assets are gone and now they’re targeting clusters of basjis on the streets of Tehran. You can’t keep up asymmetric tactics as the street revolution kicks off again
@brianeharrison I hope you don’t see this as such an affront but a simple gesture to a small but supportive community that has a flawless record of integration and positive contribution to the countries in which they have settled.
@BehdinEran You’re very informed and I’d be curious where you found the information and how you learned. The weaving together of politics especially within Iran is important to highlight. The diaspora has an important role to play but Irans long term path will make all the difference.
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@BillAckman@VivekGRamaswamy@Ukraine Your bromance with Vivek the fake makes you look like an idiot. He’s obviously a chaos candidate and no moral compass. Stick to cheeseburgers, call options on defiant mortgage insurers bill! You’re out of your depth.
@BillAckman@TuckerCarlson@VivekGRamaswamy I gotta admit bill you’re bromance with this well spoken idiot is really hurting your reputation. Stick with burritos and donuts
@endless_frank The P/S multiple a little exaggerated given the high GM, EBITDA & FCF margin given it’s fab lite nature? I’m not trying to defend that it’s cheap but just saying that metric might not be the best fit here.
@fabknowledge Isn’t that just the default filing size to push the paperwork along. That will surely get updated as we get closer to the full roadshow launch.