I have spent the last few months researching the broadcast stocks as the industry is primed for deregulation, mergers and acquisitions and a multiple re-rating.
This is one of my largest positions. Good write-up.
I number of things need to change for the spectra value to be unlocked, so that may be 5-10 years out. I added a discount for that, but other than that. We are on the same page.
This is one of my largest positions. Good write-up.
I number of things need to change for the spectra value to be unlocked, so that may be 5-10 years out. I added a discount for that, but other than that. We are on the same page.
https://chatgpt.com/share/67e43e5d-42dc-8007-980e-c141eb8853bb
And the response?
meaning?