@SowingAlphaSeed Good point, I guess, first, maybe he didn’t want personal liability but preferred to take on company debt for X. Second, if it failed his Tesla’s stock would be sold a risk he didnt want to take . so yes i guess to some extent you are right its paper wealth.
@orrdavid How do you think about degrossing and risk management? What are the triggers to cut exposure, and when you do, do you trim winners, cut low conviction names, or reduce across the whole book?
@eriksen_tim The Kaplan online course is the best, but you only have access to it for 6 months. If someone has trading experience, they could probably go through it once or twice and still pass. Honestly, it’s overrated. I think I would have passed without studying at all.
@glbeaty Yes, I agree there is zero indication that they want to settle, it's strange not to price any drop in equities. Walmart did report that consumers are under pressure but the broader market is ignoring it.
@DaBao_@lingams What are youthiughts in determining a fair valuation for this? It’s a true industry leader in a growing market, with a mix of premium and low-margin offerings, making it a great find.
@orrdavid@SowingAlphaSeed@svrnco@NickNemo17 I’m impressed you’re still hanging in there if I’d faced that much jealousy/hate, I would’ve already left. i think you are one of the most balanced views on X