Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
Red Box, R D B X, the Ticker
When you've got trends like that in stuff, it's the perfect place for long, short funds. You can go by the winners of this, and you can got ashore the structur of losers of this. If you held through it, woldhaveit would have very much worked out. But it's hard, it's hard to do the full full cycle.
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