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The three major market events or themes of 2021's first quarter all shared a common theme - short-term thinking overwhelming valuations.
While the GameStop and Viacom moves were more isolated, they reflect similar dynamics to the reopening trade.
For individual investors, knowing what your company "should" weigh and why the market might or might not be voting in its favor can help in times like these.
I discuss the market swings, and share thoughts on my new positions in Arlo Technologies and Twitter.