Cathie Wood and the Duration Trap (ARKK)
Cathie Wood and ARKK forensic audit: zero-cost-of-capital holdings meeting a 5.2% yield world, multiple compression, and persistent shareholder dilution.
Short Thesis
Cathie Wood and ARKK forensic audit: zero-cost-of-capital holdings meeting a 5.2% yield world, multiple compression, and persistent shareholder dilution.