I guess the world needed this

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*i think there’s a lack of specialist liquidity in the mkt today irr’s of a lot of these businesses look very attractive if u have duration just no catalyst and obv no findamental cash cash flow support (realistically the opposite - many will need to raise)

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quite a terrible one as it has barely been correlated to that basket the last 60 days it’s correlated w the junkiest shitco’s out there (memes / genomics ai / high short interest)

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still short, but covered a lot. as a standalone there’s better shorts i’m only keeping some bc my book is titled towards biotech given I think we’re bc to “underfunded” territory similar to April 2025 (esp quality pre commercial bios) it’s a very sloppy / dirty hedge

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june 2025 exit - israel struck iran a few hours later

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