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…