Can you fit thesis in one tweet?
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Billboards are mostly assets & have tailwinds with digital, and the stock has gotten hammered. Levered though so small position for now.
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Risk of ruin if revenues fall below X% levels?
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Diversification is your friend!
End of conversation
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Anyone who buys off my tweet is making a mistake lol. Lot of risk on this one
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Probably a good call! Been watching.
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I agree. Debt is somewhat of an issue but I expect ad revenues to rebound fairly quickly. I like the pick.
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