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I wonder if there was anything happening in Jan/Feb 2021 that meant RH needed to raise a lot of cash quickly, leading to attractive terms for investors who could move fast? Hmm, no, I can’t think of anything.https://twitter.com/ChrisBloomstran/status/1420155150325403649 …
I can’t be bothered to read the rest of the thread, obviously a hack job by someone with a chip on their shoulder. Shame, I’ve liked some of Bloomstran’s other stuff!
Tell me you're a disgruntled value investor who's pissed off that the Shiller CAPE hasn't been near its historical mean for the last 30 years without telling me you're a.....
Right on both counts. Your points are correct and Bloom's thread are usually good. If you never miss on a thread you don't tweet enough.
(not that an octopus needs me telling anyone you are correct as your takes are self-recommending)
Yeah very biased from the get go, but not a problem as long as all the figured are correct I guess.
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