I woke up today with a simple statement in mind:

"Learn from the legends of the industry who explain carefully how they do it, and even when they screwed it up and why." - Raoul Pal - Lead Disruptor, CEO/Founder, Real Vision

(Simply the best in financial content and lead disruption that will upend CNBC, Fox and Bloomberg) their terminal is Raoul and team's brain!

Things I am long: AMWL, DLR, AAPL, AIM, and three other spinoffs.

Things I am short: (small guys rule - I'm 5'8 being stretched to 5'11)

one single name right now - COTY

working on short thesis for SQQ.

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