Discover and read the best of Twitter Threads about #fudbusters
Most recents (1)
One thing that I think about a lot, but rarely get right, is understanding the ultimate "unlock" for a stock. $ASTS is obviously a story stock with myriad events coming over the next six months. What will ultimately be the unlock? Let's think about it and look at some examples 
One example I had studied previously was Cheniere ($LNG). For those with memory, $LNG was a disaster for investors prior to 2008 as an import story (and before that, a near-shore seismic company). As it pivoted to export, there was a huge overhang to clear
$LNG had commercial risk (would people buy US LNG), regulatory risk (would FERC allow it), construction risk (could they get an EPC contract), financing risk (can they finance it), and management risk (CEO is a nutjob)
