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Shortsighted Capital memposting ulang
Every pitch now be like: “We’re long Okimotive, a spin out from a Taiwanese laundromat that is the preferred toilet paper of data center electricians. This business traded at 2x earnings for 30 years, but we like it here at 9x EPS growing 114% YoY”
TMT is 3 choices: Buy Mag7 Buy an AI winner that’s +140% YTD & 60% above its 5 yr avg multiple Buy “other”, but it’s -70% YTD after being -17% on earnings this week
Nope. These two things should not exist at the same time.
United States Tren
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Upslope Capital
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Mike
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