@mhickinis this positive is it?i know you’re nervous as you’ve...

@mhickin

is this positive is it?

i know you’re nervous as you’ve put so much in but explain to me where’s the positive in this? Whilst not as much as you, I also have a large position, but I’ve continually skimmed all my trades and the last 8 all successfully. De risking my exposure on this.

I will give you positive news and views when it’s warranted

the irony is back in May when Goodfella was laughing at my entry into Affirm, I was commenting that affirm were everywhere Affirm, up 145% since May

i was incorrect in being overly bullish in zip, continuing to accumulate up, although it is only up 5.8% in the same period

a large part of my conviction was the valuation argument, but it is becoming increasingly evident, that nobody (except retail) care or cared for the fact zip we’re and are undervalued to its peers Affirm and Amazon, Affirm and Walmart are just some of these reasons