Relative Value

Investor

[Relative Value @relativevalue00]

@rezfszubagoly Did you close the short?

[Relative Value @relativevalue00]

@rezfszubagoly Good timing

[Relative Value @relativevalue00]

@1035_Capital CEO is not credible. Very far from it, actually

[Relative Value @relativevalue00]

@puppyeh1 He actually speaks like that so not sure this one qualifies

[Relative Value @relativevalue00]

@austinsemis Mogging all that qcom hbc talk

[Relative Value @relativevalue00]

@ContrarianCurse @CliffordSosin Go listen to their ILTB podcast. Extremely interesting

[Relative Value @relativevalue00]

@Biohazard3737 You beat them to it by 6 minutes

[Relative Value @relativevalue00]

@rezfszubagoly Different investor base reactions to massive capex

[Relative Value @relativevalue00]

@moseskagan @EconomPic I guess fair, but look at their starting 5’s NET rating over last two months. They smoked the Knicks too. Very weird move

[Relative Value @relativevalue00]

@ContrarianCurse Streisand effect dog. Just delete this

[Relative Value @relativevalue00]

@puppyeh1 @mr_deepvalue You’d like the book Pachinko

[Relative Value @relativevalue00]

@tomhaberstroh Mavs one is gold

[Relative Value @relativevalue00]

@tbpn @GavinSBaker Equally shady to do a press tour filled with half-truths *subtly* dropped in about Grok’s capabilities and SpaceX doing data centers in space. No morals whatsoever

[Relative Value @relativevalue00]

@rezfszubagoly Not true, Samsung will always have chaebol discount plus weird dynamics with EM ETFs. Doesn’t remove the headline risk I am referring to when some new hyperscaler partnership leads to a 20% gain and blows up your short book.

[Relative Value @relativevalue00]

@rezfszubagoly Doesn’t matter. I know this is a school club but it’s an important lesson to learn. Can’t short a bubble-like theme regardless of valuation, and valuation is rarely a good reason to short anyway

[Relative Value @relativevalue00]

@BryzonX @ThematicTrader RELL gentlemen

[Relative Value @relativevalue00]

@PythiaR Simplistically, it is trending towards one mine making gold and the rest silver

[Relative Value @relativevalue00]

@modestproposal1 0 FTA (not including the challenge) is more than 3 SD from an average second half. Pathetic stuff by the nba

[Relative Value @relativevalue00]

@dalibali2 Banger