Interesting thoughts from @buffettmunger. He seems to be one of the few who's done real research here, I asked a question a few weeks ago and he was the only guy who tried to help.
I have a feeling he might be working for a hedge fund and they've collectively reached an agreement that SGH share price is unreasonably low, They might be going long and I'm going to wait another day and read more info here before pouring in everything I have left.
Anyone else thinking of jumping on?
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