AsymmetricDhandoBets
specialsit1
Swamped atm, hence a bit quieter lately. Missing you heaps tho and just too tempted to provide my $0.02 on New Zealand Media & Entertainment $NZM $NZMEF, as I think
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1/ A topic that has chased me for several mth's now is reverse factoring. Clearly, the recent media hype around the magic triangle of Greensill, Softbank/ $SBG and CS /
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I come across operating/capital leases way too often. And its not only retail. Some telcos have huge exposure to IRUs in case they dont own the infra, but wholesale from
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