@seekingvalue2 There is likely no transaction 60% below where they were 24 months ago. You think mgmt would even transact in the $50s?? Doubtful. Needs to be a strategic - no sponsor looking at this asset nor financing amidst what is going on in software credit
@BetterCallMedhi This is thoughtfully written. I agree - Chinese leaders much smarter than ours. I do not agree that this is Israel’s war and that whole narrative.