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Michael Mitchell - Fundamental Opportunist

The Business Brew

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I Don't Know What the Azure Option Is Worth

The second the narrative that just, i see people say it, and i'm likeoh, we're going to goi to never sell. The option can absolutely be worth zero. That's the difference. So, public markets, you have several advantages in public markets in my opinions. My opinion, one of the biggest, if not the biggest, is liquidity. Right? I can decide to morrow thet i'm wrong on q v c. And in get out of it. In my mind, right? You absolutely can'

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