Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a potential cash-flow inflection despite losses and 5.4x…
@valuedontlie Forgive me I haven’t done the work I may soon, isn’t the whole point of $VITL is having a brand and being specialized to insulate it from cyclicality to see degree? I’m one of those people who pay up for pasture raised no matter what
@valuedrift It's been trading almost 1:1 with whatever has been going on with $ARKG/speculative bios bucket. But yes, intellectually you are correct.
$NUAI - I guess stock price does dictate conviction. https://t.co/MeSVqjIS7J
Tags: $JACK $GPRN $CRMT $HTZ $RTB $ARQQ $BTQ $MNRA $RUM $GPRO $SWMR $EQPT
@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions
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