Call · @unclealpha007 · unranked
@unclealpha007
@unclealpha007 · Tue, Aug 4
Asymmetric Bets@UncleAlpha007$srad was obviously a dumpster fire Obvious shorts today: $hwm 2% free cash flow yield on 2030 $be at $219/share makes no sense on any type of EV/ebitda metric even in most bullish scenario $spcx valuation makes no sense big lock ups ending soon32d agoview on X ↗
$srad was obviously a dumpster fire Obvious shorts today: $hwm 2% free cash flow yield on 2030 $be at $219/share makes no sense on any type of EV/ebitda metric even in most bullish scenario $spcx valuation makes no sense big lock ups ending soon
tweeted Tue, Aug 4 · counted from Wed, Aug 5 close
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Exit HWM, Exit BE, Exit SPCX · High confidence
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