Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
The Change of Control Is Not Really What I'm Betting On
Andr, i feel bad for some of the mumbo jumbo i threw around. I likei, i swear, like, sometimes people are like, duda, i've no idea what you're writing about. Ano, and with low insider ownership, mis execution, an activist has already stepped into here in a kind of strange way. Andik, i swear to god, i'm writing in the simplest language. Can you know that? That's allways. But no, i think this has been superhelpful. You know, i've learned so much from reading yoursuff from i have learned so much o this pod, cas has been super helpful.
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