Wrote a detailed piece on why I bought $ONDS, the risks involved, and also built out my own valuation model.
I initially put it behind a paywall because it’s quite technical and took a fair bit of work, but I’ve decided to remove the paywall since quite a few people tailed me into it before I published the article. Feels only fair that everyone gets to see the full thesis, assumptions and risks behind the position.
Feedback appreciated
https://t.co/8Qc0fMsIcS
@twitgameboy Hey man! It's all gonna make sense don't stop dreaming you're coming back to a manifestation of everything you worked and asked for. Don't limit yourself, don't think small you've got this...
Result: • Capital-efficient routing
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Infrastructure for real execution — not seasonal hype.
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