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X Ar P Is Liked by People Who Like Relative Value Comps and Think They Are Buying a Good Deal
People tend to like alts that line up with their world views, right? There's a lot of tribalism. A suchy was being bought at 60 cents less than a year ago. Suse has noa compelling narrative the way that uni swop does. Nor does it potentially have the same level of technological talent that is necessary for an inovative space. I think you want to buy winners. Don't want to buy things that kind of throw 12 things at the wall and hope one sticks.