Feb. 25 at 8:00 PM
$SLDE First, excellent ER. Clearly, loss ratios/combined ratios will normalize over time. I still see a really asymmetric risk/reward profile on this one. Strange given the high volume today that is has chopped sideways since about 10:30am. Barclays going to
$29 PT/OW. My base case is at
$32. I'm looking to add opportunistically. Maybe I'll get a shot around 18.35? 🤞🏻