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5	member 11/16/20 10:20AM Gump on this takeover 4
paraphrasing the philosopher Forest Gump, I guess "obvious is as obvious does". This one was telegraphed a mile away - pretty good "two posts in a day" skca... ( in the most recent presentation the company said it... login to read the rest 3 view available tags
3	member 9/16/20 1:00PM Re: Re: CDR 2
Maybe they reduce the share count another 50m shares in the next few years too? I guess that's not a reach either - if the thing stays near $40, 2b buys them 50m shares given what... login to read the rest view available tags
2	member 9/08/20 1:07PM Re: CDR 1
Mgmt has clearly been willing to deal and these entities are well known and understood by PE and competitors and we are left with the one not sold. Not following (no suprise there) - wouldn't that... login to read the rest 1 view available tags
1	member 9/07/20 11:31PM CDR
Thanks for the idea. Does it bother you that CDR probably knows this business better than anyone and that they took it public and then sold their shares and has now bought back 2 of four... login to read the rest 3 view available tags