The stock fell to the cash-floor bear case while the C-130J design review cleared and the FAA moved to mandate the very traffic layer Merlin's autonomy already fuses.
Where is MRLN in the names you cover in regards to conviction? Is it your #1 conviction name on a risk/reward basis?
100%
Thanks!
Part I has Crossroads Capital bear / base / bull scenarios at $53, $366, and $1708, respectively… do you know if those have been revised?
And your updated bear / base / bull / moonshot from this article are for the next 12 months?
Appreciate the article and updates… nice to see the $MRLN big move today
no revision! and yes, mine is med-term
Where is MRLN in the names you cover in regards to conviction? Is it your #1 conviction name on a risk/reward basis?
100%
Thanks!
Part I has Crossroads Capital bear / base / bull scenarios at $53, $366, and $1708, respectively… do you know if those have been revised?
And your updated bear / base / bull / moonshot from this article are for the next 12 months?
Appreciate the article and updates… nice to see the $MRLN big move today
no revision! and yes, mine is med-term