“I’ve been unimpressed with management’s execution and vision on the consumer side of the company”
Goldman Sachs profits plunge 58% as dealmaking dries up
“[POOL] Investors are not accustomed to back to back poor quarters”
3-Stock Lunch: LEN, POOL & CVNA
“Credit in general is likely to underperform because it is priced for absolute perfection and absolute disinflation which is not happening very quickly”
Disappointing Credit Market Returns Add Fuel to Bearish Bets
