@DrewCohenMoney Drew have you analyzed DXC Technology stock? I think valuation is insane, $700M FCF vs a $1.3 Billion market cap. Would love to know what you think about that software stock? Cheers
@NorthmanTrader Powell and Yellen are trying to end economic cycles by printing money and shadow liquidity inyections. But gravity like always will win. This time is not different, it has never been
@peschel_m@mike_oil_invest Totally agree, Frontera stock is the cheapest oil stock there is even if they let go Guyana, valuation is too good to leave and dividend is back