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bearish
ARM: Short Squeeze
SUMMARY
- ARM’s stock is up 110% YTD. We wrote about ARM a few months ago and reckoned that intrinsic value for ARM is a bit lower than the IPO price.
- In hindsight, it was perhaps a limitation of our imagination than anything else.
- We should have added the following in our analysis but did not: “Masa son understands capital markets.
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