@MarkosAAIG I listened to the first $WYFI earnings call…they couldnt even keep nonspeakers muted…id question their “retrofit” model’s value esp long term and their ability to execute…wish them the best but understand there is a need to execute flawlessly
@BATMongoose it isnt though given different implied valuation. The pair trade would be long $SATS short $SPCX given delta in valuation. But lol what do I know I will not be doing a SOTP trade again
@edvestments@Z3TURIN seperately, hard to hire high quality people (GCs, construction etc) last $CLSK - candidly they were just behind peers…so this idea of moving last isnt truthful obviously haha…rooting for them but look hard to get electricians, etc…they are lucky they have an energized substa
@TMTLongShort I haven’t figured out whether money will be fully meaningless - knicks final tickets and malibu homes are scarce assets…other stuff price will crash