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Actually, I assume it to be true that investors are seeing something I'm not. I consider: 1. This is a good deal (a) WYSIWYG: Public information ex
by grubwithme 14y ago
Actually, I assume it to be true that investors are seeing something I'm not.
I consider:
1. This is a good deal
(a) WYSIWYG: Public information exists that I missed/misinterpreted
(b) Information Asymmetry: Investors know something we do not know yet from private conversations
2. This is a bad deal
(a) WYSIWYG: It's a dog and investors screwed up
(b) Information Asymmetry: Investors know something we observers do not, and either they're getting tricked into a bad deal or they're misinterpreting information.
I'm interested in exploring options (a) & (b). If this deal is good, there's either secret information we're not privy to or the above analysis is seriously misinformed/lacking.
- joshu 14y agoI thought your analysis was pretty thorough. I was originally going to ask if you were an analyst somewhere. Sometimes when I see people wondering why a deal that appears to make no sense was completed, and I am an insider to the deal, there actually is material stuff that isn't public. But sometimes there isn't...