Walnut Ave Value
walnutavevalue
Long $MVBF:At the surface, this is a small W. Va. bank trading around 1.7x TBV.But a deeper looks shows that it's a fintech play with exposure to Credit Karma, crypto
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I am long Nintendo.It's fascinating setup because it's a great product, but it's an open question if it will be a good investment.A thread on both sides here: First, the
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No one knows the impact of COVID yet because it's unknown and unknowable. Reading Zeckhauser and @AnnieDuke is a better preparation for investing in this scenario than the predictions of
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$DS Checking on how things are going with their new venues. Wait times are good indicator of popularity since TopGolf locations have 1 hour wait times typically"There is definitely a
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