WELL. Who still wants to have a $PSTH spaces. We can talk about the olden days when we almost owned UMG @ 4.5x sales.................
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I was a firm believer that the pieces of
$psth unraveled were going to trade quit handsomely, we just needed the time for it to materialize. This f’d us because we got the near term hit and now instead of it unraveling in the next few months the runway got extended to 18 months
I think this will end up being a good decision in the long run. Genuinely.
