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Blackstone Mortgage Trust

BXMT position short dy Waters

Thesis

dy Waters has a short position in Blackstone Mortgage Trust, suggesting concerns about its performance and market conditions.

Did it work?

inconclusive confidence: low

The pitch provides no price performance data and no time elapsed, and the thesis itself is thin — it merely cites a disclosed short position in Blackstone Mortgage Trust as a signal of concerns, without stating specific catalysts, a horizon, or a target. With no way to verify whether the stock declined or the cited concerns materialized, there is insufficient evidence to judge the thesis as worked or failed.