I mentioned this briefly in June’s state of the markets, but perhaps the most mysterious area of the market for me in the past few years has been index adds/deletions.
Thank you again. I am encouraging you to write more blog posts similar to this one :-).
Very useful. Please post more deep and short dives.
I generally post individual ideas on the premium side, but made an exception for this one (and rcm i suppose)
Did I miss an update here? If not, anything to say after 2nd quarter earnings?
Earnings aren't till Weds (sept 11)
Ahh my B, helluva selloff from $8
No worries, wasn't sure if you were asking me to fire up the time machine or if I had missed something!
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Thank you again. I am encouraging you to write more blog posts similar to this one :-).
Very useful. Please post more deep and short dives.
I generally post individual ideas on the premium side, but made an exception for this one (and rcm i suppose)
Did I miss an update here? If not, anything to say after 2nd quarter earnings?
Earnings aren't till Weds (sept 11)
Ahh my B, helluva selloff from $8
No worries, wasn't sure if you were asking me to fire up the time machine or if I had missed something!