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Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research

The Acquirers Podcast

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The Biggest Short Coverage Since June 2022

There was a lot of short covering for the over a short period of time. It feels like some animal spirits are back, at least in the trading world. I just can't get comfortable with a business that has its core cash generation coming from something that's losing video for consumers. An interesting dynamic is when Warner Brothers comes out and says they're going to license Netflix it solidifies their competitive position.

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