Love to play with terrible ideas as thought experiments b/c people always write novels back to me about why I'm wrong. This is a superpower because it shows me the consensus view immediately and with minimal effort. Copywriting is magic.
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There was a long time you could have held Valeant and especially if you were rebalancing you should have done great.
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I may be misremember but isn’t a big chunk of Alechemy of Finance dedicated to this idea of taking advantage of the full cycle that these sorts of companies, industries, etc go through?
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