Really great dive into looking at the Top 10 market in a new lense.
I’ve made a ton of bets, but Dixon Top10 anywhere near even money is one of my favorites of the board.
For the T10 markets, I think the books have the structure of the board incorrect.
The drivers in the very front and very back are overpriced.
See the chart below, where my projections are compared to the market. Anywhere the orange line is above the blue line indicates value.