Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
$CBAN to merge w/ $FSRL https://t.co/2hLKYqpeB6
What if after assessing, O’Brien decides it’s best to reset lower and recap $BCBP Cc @thebankzhar https://t.co/VpMUhD9ctQ
Good day for "LLOK" trades with crude collapsing, interest rates falling, and WSB retail investors bidding up $WEN and $JACK. https://t.co/NHRQkih4Y0
Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time
Little perplexed you get more negative redemption stories around private credit, and the market only sells off the the the pure play PE companies. First derivatives are up? $MFC $FG $MET $WAL all have sizable exposure to the same asset class.....
$WRBY is bank here. Catalyst calendar is ripe for literally the next 18 months. Numbers are going up, and the multiple with it. https://t.co/4XFZ4oe241
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