Whoever believes in efficient markets haven’t had their fair share of mansplaining exposure
Is there any feeling more universal than the urge to explain the universe?
@joinyellowbrick Yes but cmon, it’s obviously a much more likely scenario than the stated downside
People will come up with everything to justify their existing beliefs
Real vs perceived outcomes
@tacoenthusiast2 What do you expect the timeline on distributions to be, anything meaningful after the £18m June 2026 tender before 2028? IRR compresses a lot if the trust is not liquidated within the next 3 years
@John_Hempton How would you know that the analyst “remains” dumb if they sent it so early in their career? Could have progressed a lot in 3.5 years.
You two keep in contact?
@finphysnerd@ReturnsJourney Feels like adding excessive amount of complexity and potential risk to a strategy that’s supposed to be oriented towards wealth preservation
Essentially, the question is “why?”
Take the lumpier 10-12% with less blowup risk
Carvana only needs to move 39% higher until @AlderLaneEggs has to buy me a new Ford Mustang and cook breakfast for @CliffordSosin and me.
Let's see if Cohodes is a man of his word.