Parallels and Inevitabilities In Revolution Investing
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Fight the FED, Sea Breeze (aka CBRS) Earnings, Elon and more
Look, you either have to believe Elon's on our side as shareholders of each company and accept that there are some conflicts of interest because he's got more control of one than the other, or you have to move on from both TSLA and SPCX.
Top 5 Insightful Tweets About Revolution Investing (+ Trade Alert about DDOG)
In the midst of the post-dot-com bubble stock market crash of 2001, with Wall Street layoffs a weekly headline, Jim Cramer wrote an article that finished with a blurb about something like this...
Trade alert: Selling CRWV, Lots of SPCX Q&A, Earnings in full swing, etc
My team and I personally go build our revenue and profitability profile (sorta like EBITDA, I suppose) model and often even make Bull Case, Bear Case and Base Case models for each company to get an even better sense of possible outcomes.
The Irony Of Situational Awareness (and a Trade Alert)
...but what was little noticed at the time was how hard essentially each of Situational Awareness’ largest positions got crushed into that whoosh down after their already big recent drawdowns of 50-70%.