Aug. 19 at 11:36 PM
Oh also last thing on my annual post spree on here, long
$SNDA. Lot of people coming into their senior years + think taking care of elderly will become a much bigger industry if lots of “normal” jobs are replaced by AI/robotics. Multi year thesis, will be buying any dip as long as it’s not idiosyncratic (e.g. marker sells off on something else and they throw the baby out with the bath water, buying dislocations).