Still in hold your fire mode over here.
Kinda interested in $FUN but that operating leverage is brutal so I want to be really greedy.
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Replying to @LAForeverHall
I was trying to figure out a way to short them last week. If things stretch into the summer they could have a zero year, and with leverage it would be a mess. Quality properties, but just a timing thing could create an opportunity. If this just suddenly goes away it'd be a buy
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Replying to @oddballstocks
Oh for sure. Sequencing risk is huge here.
12:28 PM - 9 Mar 2020
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