The Importance of Positioning

Valuation can only go so low because at some point the cash flows from the business will support you know a certain dollar amount on the house. So in these times where valuation may not matter is sentiment a thing? I think positioning is super important sentiment is probably related to that but positioning is really important like if you have a stock that has tremendous upside potential right and it's undervalued as a whatever metric you want to use it's severely undervalued.

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