3 Comments

Highly compelling idea. My question is whether one is wise to be selective and analytical about each of these on a case-by-case basis or whether one should just buy them all as a takeover wave hits the whole space.

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Great question Chris. I am inclined to be selective in part because I don't want too many K-1's... But for others the basket approach might make a ton of sense.

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DCP in play. This one up 10% AH. Care to speculate about who might be next?

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