Post by
bigops on Apr 19, 2023 8:37am
Shaw on CRE
Malcolm Shaw is a private investor (as he says upfront in his newsletter - this is not investment advice - just his opinions)...here is his latest write up on CRE (and many other names outside of Li)....I think he captures the investment thesis quite accurately...
https://www.hydracapital.ca/2023/04/19/anything-is-possible/