@PsychedVantage@C_Angermayer@ApeironInvests @atai_life Jake, greatly appreciate you sharing your thoughts , and I think youโre likely spot on. As a shareholder in both companies, torn between looking too deeply into this vs exiting $CMPS entirely at a loss and rolling into $ATAI or $GHRS If the ph 3 readout is strong, it may rip
@lancefinlinson@V_arrell@AnthonyConigli0 EBITDA is relevant for m&a in a cash free debt free transaction, otherwise useless for a companyโs ongoing operations as a metric of evaluation
$MNMD now worth more than $ATAI
How will commercialization even work without medical oversight? Great compound anecdotally IMO, but not seeing the end game personally
Thoughts? @V_arrell@PsychedVantage@Psy_Invest@Psyched_Alpha
I think about this Lou Brock quote a lot and how it relates to investing. The willingness to look wrong in the short-term to be right in the long-term.
"Show me a guy who's afraid to look bad, and I'll show you a guy you can beat every time."