I swapped out of APKT for even more VHC, making it my largest position, not because I know the judge and the lawyers and the contents inside of their brief cases, but because I do not intend to sit through a fucking APKT earnings call and because my urinal shadows have declared VHC to be “highly fucking attractive at these levels.”
Think of VHC as a large boat, captained by “The Devil” himself, and all of you are pirates. On the horizon there is a small flotilla, filled with bears eating cheese filled tortillas, playing the guitar, drunk from their own stupidity. Your vessel is magnanimous, painted black, adorned with 15 gunpowder filled cannons and a pirate flag to match.
As you approach the little flotilla, filled with tortilla eating bears, the captain of your pirate ship yells out “get ready to board, gentlemen; take what you want.”
That’s exactly how I feel about VHC right now, readying to board the flotilla strewn with cheese filled tortillas.