@BoyarValue@Sportico@nyknicks@NYRangers Most one sided r:r across many sectors. Only question now is whether there is a hard catalyst beyond the known βnewβ valuation to realize some of the upside %. But it seems like the type of name where you can really scale up capital with very limited downside $MSGS
@ACapitalLP So IMO there is a much higher incentive here to take the company private via a transaction event. Doesnt necessarily mean giving up control for Dolan either. And if not its already trading at 40% discount so r:r seems quite interesting in the next 12 months if anything happens
@ACapitalLP (ii) Estate and Succession planning incentivizes Dolan to get the teams reevaluated as high as possible (only possible through an event) for tax basis step up
@jasondebolt Again totally ignorant post on how stocks and markets work. You can still be right long term but near term fundamentals clearly have worsened: demand, competition, EV credits, all driving eps and also multiple downgrades and the stock lower! Another nonsensical biased post
@jasondebolt You are obviously remarkably smart and could very well be right on the long term prospect of $TSLA but your lack of understanding of finance and stock markets is also very stunning. $TSLA
@MattProcopio@jasondebolt You misunderstood my point. I am not talking about the outcome which of course is a blessing. Im criticizing making this very unfortunate event an argument for the bull case and the stock: that makes absolutely no sense and seems very selfish and insensistive towards the victims
@SawyerMerritt@Tesla A $TSLA bull celebrating a tesla crash resulting in no lost lives is next level the saddest thing i have seen in a while from the tesla bulls community.
@jasondebolt Stop it Jason⦠They missed badly. You lose all credibility when you do things like this. Just presenting the data in a way that fits a narrative. Mindboggling bias display: Textbook!
@HedgeyeComm $ARKK and @CathieDWood got to keep the ponzi alive. But she is now overwhelmed by the amount of TurdCos she has invested all of her capital in.
@jasondebolt Incredible how sudden a $TWTR expert you have become without any insider knowledge (i am assuming) of anything going on. All that just to defend your idol Elon as he continues to step into shit. Feels like a desperate attempt to make you feel better about your @TSLA investment.
@garyblack00@elonmusk While you are generally more balanced than the average $TSLA uber bull, these last couple of weeks have been an incredible level of thesis creep bias. The amount of negative information flow you are trying to desperatly justify will be a case study post mortem.
@GerberKawasaki Always in awe that anyone not blind, deaf or utterly insane would let you manage a single $ of their hard earned money. Its remarkable beyond belief this ability to demonstrate so much stupidity with just little tweets every time you commit to writing one.