Speculative Position
I put on a very small speculative position this morning. I have never invested in this industry ever. But after doing a few hours of due diligence and the trends I am seeing in the market, I think this could be a quick flip. The industry appears to be at a cycle bottom and with a few industry wide catalysts over the near-term, there could be real operating leverage.
This is a small position for me but I think it could be a multi-bagger.
Let’s dig in…
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