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![[Research report] - BETCO: Betting on the Wrong Strategy](https://media.beehiiv.com/cdn-cgi/image/format=auto,fit=scale-down,onerror=redirect/uploads/asset/file/b767bc9b-2909-4452-98e3-eec6b0f1ca9d/betco2.png)
Research notes
Somewhere in between an early idea and a full report. More structured than a quick mention, but not as comprehensive as a full case. Notes are focused on a specific angle, event, or valuation setup that deserves closer attention.
