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As promised, here's my 2022 outperform shopping list and my 2022 thesis.
Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.
@adamscochran@adamscochran are you personally accumulating at this moment, or are you expecting lower floors after a final leverage liquidation cascade?
@jasonpizzino I mean I love a bargain as much as the next person…and I did buy some yesterday…but isn’t it in all our interests that it doesn’t drop too much? 🤔