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marcellus_wallace

Those are not value names. He saw the DIS breakout, saw what happened to large media after covid. Check out their charts in 2020-2021 they scream alpha seeking scary as vol not "value".

I was referring more to the squeeze aspect. And not all Tiger cubs are created equally. You think Stephen Mandel or Julian Robertson himself are the type of guys who would so flagrantly insider trade as to incur serious consequences not once but twice?

Hwang was a bad dude, not a "value investor"

 

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