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Rocket Man
Risk of Ruin
The Elon Always Wins Argument
The short version of the Twitter Arb thesis was that the merger agreement was more binding than the stock price reflected. "I spent a lot of time trying to think about how it could be right, but it was generally something like Elon always wins," he says. Chris had his own thoughts on ways that the trade could go against him. He didn't consider these things to be likely, but he was thinking about their potential.
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