ADM

[bobdylan]

With the news on ADM, it has now traded into the zone for next lot deployment. Do corporate investigations like this impact the investment theses for TI picks? Are we advised to adhere to current instructions?

[SOL]

With the news on ADM, it has now traded into the zone for next lot deployment. Do corporate investigations like this impact the investment theses for TI picks? Are we advised to adhere to current instructions?

This will be covered in the upcoming update scheduled for today. It will be split into two parts. The stock analysis part is taking longer than projected. In essence, predicting fraud is challenging, and when executed cleverly, fraud can create deceptive charts and influence sentiment.

However, without some "shock-type event", it would not have been easy for the stock to hit our preferred entry range.

After things settle down, we'll decide whether to add more or close the position. It's worth noting that fraud doesn't fall under typical "market shock" events. Such events usually involve news like CEOs dumping shares, companies missing earnings, or deals falling through, causing widespread overreactions.

This situation underscores the importance of deploying our money in smaller lots. Just imagine if we had invested all four lots at $71 and change; the impact of the price plunge would be considerably more painful.