I'm at a conference all day and might chime in on things
I'm at a conference all day and might chime in on things during down time, of which there will be plenty.
A while back I left my old employer to start a company that competes directly against them. My first sale, in fact, was a customer who had contacted me while I was still there but mere days away from leaving. I quoted them the old stuff, informed them I was leaving my role, and asked if they'd let me come in a few weeks later to show them a different option that I couldn't talk about until I was done working there. They agreed, and it turns out they liked my new stuff better. Which made my first sale one in which I was able to pull the rug out from under my old employer. It brought me much joy, and they deserved it anyway.
Well it turns out they finally got someone to replace me, and he's here manning a table for that company. In looking over there he appears to be a massive downgrade. Doesn't look like an adonis, is lacking world class calves, and ultimately knows jackshit about the industry or the products since he's brand new to it. Probably eats sirloins and drinks two buck chuck like a goddamn amateur too.
Speaking of amateurs, Amarex appears to be in a boatload of trouble. I think there's a very good chance we, at bare minimum, are able to get back the full $80 million. But I also look at Sidley and see a bunch of sharks circling both Amarex and their parent company. And I like their chances.
Got a few bucks cleared and I might buy some shares today. My timing is always impeccable so look for a surge later and hit me up with a DM to see where I bought. At which point I'll inform you I got busy and didn't get an order in before it jumped. It's my strongest investing strategy.
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