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I’m heading to Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person...
Read MoreSilvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...
Read MoreOn back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...
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