The worst bear thesis: X will crush Y because X.marketCap >Y.marketCap
aadh.substack.com
Hello you, yes you. You just found someone on the internet pitching a really interesting small/mid cap company growing fast and with a great management team. Everything looks good and the author seems to really undertand the case. But you know better, you know that there is ONE thing that the author doesn't know about that you do. You have a massive edge in the markets since you know about this company called
The worst bear thesis: X will crush Y because X.marketCap >Y.marketCap
The worst bear thesis: X will crush Y because…
The worst bear thesis: X will crush Y because X.marketCap >Y.marketCap
Hello you, yes you. You just found someone on the internet pitching a really interesting small/mid cap company growing fast and with a great management team. Everything looks good and the author seems to really undertand the case. But you know better, you know that there is ONE thing that the author doesn't know about that you do. You have a massive edge in the markets since you know about this company called