新未名空间

个人认为, 这不是0 和1的问题， 制造业回流美国一部分就成功了， 看起来 auto industry, pharma, and chip industry are Trump's primary focus. I don't think any of his people are targeting clothing/shoe making industry, which together with many other sectors, are used merely as bargaining power.

（1） Equity value + debt is way below book value (including real estate);
(2) Heavy short: ~50%
(3) no major debt due until 2029 and it is still making money each quarter.

Mid-term risk: (1) a possible recession may make its business worse

Disclosure: (1) I own 70k shares now; (2) I already ...