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Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal

Yet Another Value Podcast

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The Cable Companies Are Not Growing Faster Than They Used to Be

With the cable companies, with lot of these, i think the market has shot much too quickly and maybe rewarded the covet reopening place a little too aggressively. So now we're just recaltivating the growth. And as i told you, the key is a churn. I mean, the churn became much higher sowe because some women just went back to their jobs; they cannot do the better work on the side. The only thing is that once the churn goes back to normal and we keep the recruiting, then we'll get the growth back.

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