Lindsay,
What are your thoughts post earnings, the release of the Trust data, and the recent price decline?
Specifically, how likely is a scenario where they need to think about additional sources of funding (i.e. how bad... login to read the rest
Lindsay,
I am interested in your updated thoughts. Market seems to insist on treating ADS as extremely vulnerable to a balance sheet crisis, but their results and business model seem to run counter to this.
Do you... login to read the rest
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