Unsophisticates chasing the Cramer flavor of the day. Never any discussion of value or risk. Selling a message of unlimited growth. Best of breed he said. Valuation is irrelevant. Of course until it becomes relevant.
Closed out my position on DDD. The best loss is an early one.
Starting to slowly find some value here.
Disney is overdue for a stinker. This is a cyclical play, and the cycle is ending.