IR-Med Inc. (IRME)

[nsomniyak]

I have a lot of faith in Lazar as he curates the rehabilitation of the shells. Once the shell is sold and DL is out of the picture, all bets are off.

That is why the DL shells are different. With most shells you are betting from the get-go on the ability to r/m with some really cool company in a hot space. Maybe yes, usually not, definitely no transparency in the interim. With DL shells, the bet is on the process - that value will be added at each step along the way of a very transparent and repeatable shell rehabilitation process.

The last step of that process, where the r/m company actually takes control, marks the end of the DL investment thesis. That is when I look to exit. Some of those companies might be good. Others are just biding their time until there is a reverse split. None of them give a damn about legacy shareholders...Which means that is a good signal for legacy shareholders to begin looking for the exit.