Rayken Okks
@assymetricrisk
432,000 people just decided the fate of the 8.2 million people that live in NYC what kind of democracy is this ? #NYCMayor
Any MAGA with a college education will turn into an independent once this trade war ends Any independent will turn into a card holding democrat
Democrats are about to receive billions in endorsements in the next election
Bull case (1% probability): All nations remove tariffs completely, and Trump reciprocates similarly - We enter a new phase of globalization with completely free, cross border trade Bear case (99%) : what's happening live right now and we enter into a recession #tariffs
$DHER why is this trading at the same valuation as its subsidiary, Talabat that will IPO in Dubai next month ? Even more perplexing is that the Middle East is just 26% of Delivery Hero's revenue ? Shouldn't this stock 2x or even 4x ?
$DHER Bullish on Delivery Hero stock at this valuation. Their wholly owned subsidiary, Talabat will IPO in the range of $11-15 billion next month, which is equivalent to DHER's current valuation. Would welcome bears who can talk me out of the sum of parts thesis.
Bearish on the market sentiment overall though; things are looking overvalued and choppy. Bull case would be if we see immediate positive economic policy plans from Trump pre-initiation. Would love to see a detailed economic vision through 2028 here.
Looking to buy $BBWI, but the high debt scares me off. Can anyone convince me otherwise ?