· 个股论点

承认 $VIRT 择时失误,但看好其基本面与回购。

涉及标的:

中文翻译

@BaronAfanas 我正在对 $VIRT 进行定投,原始头寸亏损约 30%。不过我确实错判了离场时机,这是我的失误,原本以为 $32 会是更好的入场点。部分原因是做市商(Market Maker)做空,但该股票基本面被低估,且有 3 亿美元的股票回购。

英文原文

@BaronAfanas I'm cost averaging $VIRT, original positions are down 30% or so But yeah I timed drop wrong, was my mistake, seemed like $32 would be better entry. Part of that is MM shorting but the stock is fundamentally undervalued and there's 300m in buybacks.

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