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Market’s Changing of the Guard

MRKT Matrix

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The Importance of Strategic Acquisitions

JS: I just wanted to highlight that name because we're getting lots of interesting examples of like what it feels like to try to buy something that's down 90% that doesn't really have value, right? From a traditional standpoint and some of the things that have been down this much, they can get killed, they can drop another 50% or something like that. So again, you don't have to be a hero in front of this thing unless you have a strong inclination. This could be a strategic acquisition target. It could be a private equity company wants to cut a bunch of costs and you know, like that sort of thing. And one thing I'd say about a company like

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