《Apple iPhone Duo Event Reaction, Stocks Fall, Drama.》
LDI 是一只极高风险的股票，资产负债表紧张且盈利为负，市场对其定价仿佛它即将破产。
这是 10K。像这样一家公司的问题在于，你必须问，他们能否维持这些高企的资产负债表，而且是很长期地维持，答案是不能。但到了某个时候，如果他们的资产负债表还没有受到打击，他们最终会遭到打击。
Uh LDI, Lone Depot, this is the 10K. The problem with a company like this is you have to ask like can they sustain these high balance sheets and long very long term the answer is no. But at some point they're going to end up getting whacked on their balance sheet if they're not already.