RE:RE:RE:RE:CVC partners has left the building.I am realist. I have seen Star at 14 and 52. I have seen Star takeover bids going sour. The reasons for Long on star for me is that it will perform reasonably good at these prices.
Why don't you list some optimistic scenarios for Star?
Shaddow wrote: None of those scenarios are compelling to be long on TSG... are you overlooking a few or just pesimistic?