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sfbm21

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  1. All smoke and mirrors. This is not payments db . We are looking at wrong place
  2. What is the catalyst down like 60% in a year
  3. Agree .learned some. Best podcast voice.
  4. we will need to see to how investors fare overtime.
  5. I only watched it for few mins.
  6. This puts new york to shame. what politics can do to any country. I wonder why chinese folks come to us?
  7. It is looking like that. In addition to that it is in EM and rupee depreciation with respect to dollar etc.Anchorage spin off would help i guess
  8. can you elaborate little further?
  9. How much is the CVR worth here ?
  10. Why? Is n’t it a tailwind? Buybacks, cfo and cost cutting and the Elliot.
  11. what is thesis behind VRE ?
  12. Would be fund manager or is would want market himself to get the more funds to manage. It’s a marketing expense aka business expense/cost of doing business .
  13. why is it only Oil companies ? . why not tech ?
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