Good commentary on the $PSTH news from the always great @AndrewRangeley. He is the ONE who called @UMG in the first place so interesting to see his speculation about the next target... @purple_mattresshttps://yetanothervalueblog.substack.com/p/so-the-sec-wont-let-bill-be-psth?token=eyJ1c2VyX2lkIjoyNjEyNjMxOCwicG9zdF9pZCI6Mzg5MzY2MjIsIl8iOiI0c2JrZyIsImlhdCI6MTYyNjcwMzY0NiwiZXhwIjoxNjI2NzA3MjQ2LCJpc3MiOiJwdWItMzU5MTUiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.E0Ce2vsewvBadyHo5udCJJQ2w-uY0Mh-rquubW_qgcg …
UMG @ 4.5x sales was a cash cow. We shall see what Ackman has up his sleeve. Kinda disappointing to see, but it is what it is.
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TPG...Oh brother, let's own that delicious DirecTV stake
. Love Andrews analysis though.Thanks. Twitter will use this to make your timeline better. UndoUndo
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Me too. Imagine not buying more at NAV.
End of conversation
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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