Verified Investing 对 $PMTS 的判断变化
这个频道在这只股票上的每一条判断,按时间倒序,每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
我的意思是,在一月和二月,黄金创下历史新高,Pneumont也创下历史新高。所以,两者都处于历史高位,两者都出现了回调。Pneumont上涨并创出新高,而黄金虽然上涨了这么多,但仍比历史高点低20%。
所以,这个论点非常简单,而我喜欢投资的一点就是,你不需要是天才,不需要懂微积分,那些东西我都不记得了。我只需要知道:“等等,Pneumont矿业已经回到了历史高点,但黄金仍比历史高点低20%,这里有点不对劲。”
这就是做空的理由。而今天Pneumont大幅下跌。
I mean, when you have, you know, in January and February, gold was at an all-time high and pneumont was at an all-time high. So, apples to apples, both at all-time highs. Both corrected. Pneumont went up and made a new all-time high. Gold went up this much, but still 20% away from its all-time high. So, the the thesis, it was a very simple simple thesis, and I love this about investing. You don't have to be a genius. You don't have to know calculus. I don't remember anything of that stuff. All I needed to know was, "Wait a minute. Pneumont mining went all the way back to its all-time highs, but gold is still 20% off of its all-time highs. Something's off there." There's the short. And Pneumont today down sharply.