I trust management. the mob is usually right, but not always....

I trust management.

the mob is usually right, but not always. I'd rather not trust it blindly, otherwise I'd be buying everything that's expensive

if they manage an overseas acquisition on the terms David mentioned in his ****** interview, this will get very interesting.
alternatively, great execution with more warehouse space will also help meet the current price.

i can't see just else that justifies this sort of pricing. Although Vlad clearly disagrees.

(That said, I haven't sold any DDR this year, and it remains a large position)