Jim Boulden: I find confident fin twitt to be like one of emotionally favorite contra indicators. There's just something in me that likes to fade when everybody seems like they're certain of an outcome. The most specific example, for some reason, that rings out in my head is this company, a o smith. They make water heaters and stuff. When they were ripping, i don't know if it was 20 18, 20 19, whatever. It doesn't really matter, but they were like, could do no wrong.

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