Jan 15Liked by Paul Cerro

There was Bloomberg profile in August of Sistani that IMO showed that the acquisition was more about her looking to make her mark rather than what’s best for the customers or shareholders. She YOLO’d it and it’s not going to work

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I remember reading that article. Was a good callout while not being overly biased. I'm not going to deny that she's stuck between a rock and a hard place but the price never reflected reality

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