A recording from Alejandro Yela's live video
I wonder if they can even get back to a valuation of x1 price to sales. Also now maybe vulnerable to a takeover perhaps?
Very vulnerable to take overs yes. A for the valuation, 2 good quarters puts them back at 2x-3x sales easily
Is there a way to listen to this after it was live?
Yes, it's uploading
Did you end up hearing/finding more on the substance of the restrictions?
I won’t get good info until September
I wonder if they can even get back to a valuation of x1 price to sales. Also now maybe vulnerable to a takeover perhaps?
Very vulnerable to take overs yes. A for the valuation, 2 good quarters puts them back at 2x-3x sales easily
Is there a way to listen to this after it was live?
Yes, it's uploading
Did you end up hearing/finding more on the substance of the restrictions?
I won’t get good info until September