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Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
Forward Guidance
The Business to Reality Risk of the Bankruptcy
Before this latest tronch of 700 millions of debt issuance, the secure debt issuance that's coop on bearing, he was actually in decent shape. And since he's got super majority voting control, no one can force his hand. Well, i think he's materially up the ante by issuing 700 million of coupon bearing debt. He now faces a razor thin free cash flow margin on his business.
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