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All this may be moot. The financial side looks like a catastrophe in the making regardless of what he does with the nominal business.
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Excellent thread to the extent I could follow it. Can’t wait for @matt_levine to ELI5. I rarely look at corp balance sheets. At most I look at P/L. If the balance sheet is too “interesting” the company is not in the stated business but in the financial engineering business. twitter.com/EnergyCredit1/…