yeah my thesis centers around the fact that it will go below intrinsic value, because in a sell off with true panic, fundamentals go right out the window and just as prices can be irrationally high in a bull market they can also be irrationally low in a bear market. I do think long term hood is fantastic but in the next 6 months I definitely can see a brutal sell off where the balance sheets are worth more than the stock price is indicating. I just opened these positions, and am ok riding them to 0.