Great read! I’m curious about your mention of Bombardier being in the same New York building. Their stocks done well for me but initially my interest came from liking their sleds. I would like to learn more about what connection you imply could be there!”The gang” (Susquehanna > CVI > Apollo > Tiger Global Management> Credit Suisse > Swiss Re > Citadel > BlackRock) (since they are all interconnected in the same web) had a stake in the Archegos phiasco, and tried to play hot potato with the bag of shit that would be the huge loss; Vanguard ended up holding the bag of shit through Credit Suisse being screwed in the end.
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There’s no such thing as “counter DD”, only DD, think about it for a sec. Anyway, the biggest DD for me was that rensole and friends has changed their narrative. No more “sir this is a casino”, way less “I’m in for the squeeze” and much more “the fundamentals are excellent”. Just check their post history if you don’t believe me.Well, you can believe the company is really worth the whatever 200-1000 valuation you think it is. I was in for the squeeze, from investment point of view I truly honestly believe there really are better, less risky and faster gaining options, but that’s just my opinion. I’m happy I made nice profits with GME, but it was pure luck in the end.