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Ian Bezek
irbezek
Want to make 12%/year for the next decade with no downside risk? Buy Hormel Foods $HRL. This opportunity exists because now everyone wants to make 12%/month or even 12%/week. Thus,
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Want to play a return to normal in travel/experiences stocks but are tired of names that have already recovered their losses, or that are busted businesses in secular decline?Check out
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Some thoughts on $SQ and its dramatic overvaluation. 1/ Square is around 60% payments revenue today. Post-IPO Square's payments business has struggled, generating weak margins and losing many key customers.
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