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4min chapter
Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Yet Another Value Podcast
Do You Think This Deal Is Going to Go Through?
Chris: I think there is a lot of upside here and the downside, it was a big COVID winner. There's clearly a lot of near term issues, but I've heard people say both ways,. Chris: If you're kind of willing to look past the next couple of quarters, there could be a lot of downside here. And again, PJ went into all that. He says he has been approached by ARBs and eventy people about it, but not that much. Do you think this one is like a little bit flying under the radar different because it's a huge cash balance for the company? So maybe ARBs aren't quite looking at this one as seriously.
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