Keep in mind
@T.E.P. has a fund to manage and is saying whatever it takes to protect his funds.
How is TYR a high conviction play when their hardware product is white label, and they can't even get their software right. TYR has no real scalability, haven't implemented anything with ecommerce stores/builders that is widely used, have no greater ecosystem to tape into (like Square), white-label their large clunky hardware. They have no moat, unlike Square.
Having TYR as a long-term high conviction play is the exact same as having SWF as a high conviction play. Both rely on other companies for a core part of their product and are too slow to really catch up with the times. Fair value where it is tbh, doesn't have to drop anymore.
(20min delay)