Howard Lindzon says capital misallocation is part of capitalism and creates market opportunities from others’ bad bets. He cites Visa and Mastercard in fintech, and stays bullish on Apple and Google despite doubts about their early AI moves.
published
Howard Lindzon says capital misallocation is part of capitalism and creates market opportunities from others’ bad bets. He cites Visa and Mastercard in fintech, and stays bullish on Apple and Google despite doubts about their early AI moves.
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Took $1.20 profit on the remaining Puts on the Strangle - holding the Calls now
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