Our first threesome was such a success, we decided to do it again! Dan and Matt come back on to discuss all of the updates on the BMY CVR since our first post; in particular, we discuss Dan's due diligence that suggests an FDA inspection is on going.
PS- CVR's are risky and nothing on here is investing advice.
You can find our first threesome here: https://twitter.com/AndrewRangeley/status/1305835912975261697?s=20
My updated take on the CVR here: https://yetanothervalueblog.com/2020/10/bmy-cvr-an-inspection-inflection-bmyrt.html
Twitter handles:
Matt: Given2Tweet (https://twitter.com/given2tweet)
Dan: Sheep of Wall Street (https://twitter.com/Biohazard3737)
Yet Another Value Podcast