Tom Nash
patreon
January 31, 2PM EST Zoom Call Recording
🕑 Added 2022-02-01 10:48:20 +0000 UTCHi Everyone,
As mentioned in the other post we will be posting here the recording for the zoom call which will be helpful for those who have not attended the live call. Please see below the link to the recording.
Passcode: Tom@2021
Timestamp:
5:37 - David Hunter on S&P
19:10 - Why facebook and BMY not on the inflation proof list?
24:00 SoFi
28:50 AbCellera
39:40 RBOT
41:10 MP Materials Corp
Comments
Dexter Davis
For a response to Bonitas report go to MP twitter page.
Dexter Davis
https://grizzlyreports.com/Research/MP%20Materials%20Corp.pdf For the record I’m long MP. However, I love to hear other people opinions. I have a few questions I would like management to address. One, did MP give GM exclusive rights? Two, did MP lock in a fixed price with the GM deal.
Dexter Davis
https://www.bonitasresearch.com/company/short-mp-materials-nyse-
Aaron Shearn
Anytime Kirby, I am glad I was able to help you fill in the details.
Drew Campbell
Loved the MP content. One of my top conviction picks next to Palantir!
Kirby Kirkpatrick
I didn't know the details, but also heard that bungie and halo aren't a couple anymore. Thanks for added info
Generico Fakero
Thanks for this Aaron
Aaron Shearn
Hey, I noticed a bit of misinformation in the recording. Bungie does not own halo. Microsoft owned Bungie but sold it off but a condition of the sale was that they kept the Halo intellectual property. The developer of halo is now 343 industries which is a in-house studio that works solely on the franchise. Hopefully this info helps someone :)
