00:00 - Introduction
01:00 - RDDT IPO
03:37 - Investing in Stocks Emerging from Bankruptcy
11:20 - Investing in Cyclical Stocks
16:40 - Assessing Management's Direction Post-Bankruptcy
17:24 - Tight Supply Situation
19:00 - Why Is Capital Allocation Poor Among Miners?
20:30 - Analyzing Chapter 11 Situations: Key Factors to Consider
22:50 - Systemic Selling After Emergence

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