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SPACs Are Bonds, Actually | Louis Camhi
Forward Guidance
The Disadvantages of Beating the Market Cycle
I think as we get more companies like that, there's ROC is one of them that's out there with an oil field services type company. I think there's a lot of concern that below they're in cash, but in this case, they're even that generative, right? And so even if you wave them in cash, like, okay, maybe they can't pursue M&A or some other investment as quickly as they want to, but it is a self-sustaining entity that has the right capital, the right balance sheet.
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