Mispriced Assets (on Substack)
Region: US
Thursday 02 July 2026 23:51:02 GMT
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sam :
GRPN Nation rise up
2026-07-03 00:03:17
28
Gerard :
Brilliant assessment. Thanks.
2026-07-16 14:48:38
1
Xkxoxodiksnfgnfndozodjns :
But grpn
2026-07-03 01:29:11
5
Ty :
Last time i remember m2 for this year was only like 6% this year too which is high as is still
2026-07-03 13:50:08
0
Your Jiu Jitsu older brother :
I am not having fun……
2026-07-03 02:34:04
1
br920lol :
What is your main field of expertise in finance? I don’t know the differences between divisions in corporate finance apart from IB and PE
2026-07-03 00:00:04
0
Mat :
Should we hold cash now then? Lessen risk l…
2026-07-03 00:06:51
1
Matt :
Sun angle and wind are working in your favor, boss
2026-07-03 00:11:46
1
Cosanostra :
Soxs!
2026-07-03 14:58:33
1
ttucker :
Thanks math man.
2026-07-03 19:30:23
1
Dawg :
South koreas been halted 5x in 2months playing hot potato with 3x leverage on memory, semis, chips
2026-07-03 16:08:00
1
Just a boat detailer :
This video hit hard I was up to my neck in ccxi this week and that pull back to 15 before it ripped reset my brain.
2026-07-03 14:13:31
0
user22217201027297 :
Typical blow off top, all of this will rebound and hit all time highs probably a few more times but a time when a crash happens without recovery is coming….
2026-07-03 09:04:52
0
stevet :
they are all needed
2026-07-03 00:00:11
0
SamDotWise :
I see a software resurgence coming. The incumbents may be screwed but the service they provide must be fulfilled, and SMEs can’t afford the ai token price. Mark Benioff was also at the G7 with the ai lords so there’s def something cooking
2026-07-10 18:44:39
0
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