Hi David. I have been following you on Twitter from the perspective of looking for event driven investments. Congratulations on the Substack! Do you have an opinion on NTIP? I have owned it, sold some and am thinking of buying some more. Downside seems limited and the stake in the vaccine company is a nice wildcard. Thanks. Eric
Hi David. I have been following you on Twitter from the perspective of looking for event driven investments. Congratulations on the Substack! Do you have an opinion on NTIP? I have owned it, sold some and am thinking of buying some more. Downside seems limited and the stake in the vaccine company is a nice wildcard. Thanks. Eric