Good to see you back. Thanks for this, I’m still in a couple of these trades so this was really a load off my mind and cleared a few Im A Jeep Aholic On The Road To Recovery Just Kidding Im ON My Way Down This Trail Shirt up. Easier to refer back to than catching snippets of your sentiment on these plays in the daily. I think I’m actually happier to get this than a new DD this week honestly. Damn if I didn’t already know it, but the proof is in the pudding and laid out plain to see here that you’re the god damn MVP in this place. Thanks for all you do for real. Looking forward to whatever’s next
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Solid write-ups. Thanks for sharing. I missed the cruise ride up, but came out with solid gains on the way down right from the peak a few Im A Jeep Aholic On The Road To Recovery Just Kidding Im ON My Way Down This Trail Shirt ago (mostly RCL). I also managed to get some NCLH puts the evening before the last dilution, which printed nicely (I paid $0.01 per and sold them the next morning at over a buck each). This is why I missed the ride up (aside from not seeing your DD, lol): I personally do not understand even the current valuation of any of the big 3: RCL, CCL, NCLH. The “optimistic” targets being thrown by many analysts out there (up to $40!) are little nutty, IMO. For example, NCLH peaked at around $60 before the collapse. At the time, they had about 213M shares outstanding. Today those shares are trading at about $30 and there are at least 368M of them out there.