Lucid Group, Inc.

• BC Bireme Capital 4Q21 Quarterly Report ↗ Bireme Capital argues that inflation and eventual monetary tightening will end the speculative equity boom and favor value-conscious investors. The portfolio added a long position in Tencent Music while shorting Affirm, EV charging companies and speculative EV names, and it sees Bollore's African-operations bid as validating a much higher sum-of-the-parts value. 4Q21 TME $14BAFRM $26BARKK +4

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