Fantastic post (as always). I also worry most about the timing. Right now is not the optimal time to sell the asset. Infrastructure assets right now are clearly under some stress due to rising interest rates.
As a relatively new investor, I hoped that the CEO would have a couple of more years in the tank to realize the full value.
Fantastic post (as always). I also worry most about the timing. Right now is not the optimal time to sell the asset. Infrastructure assets right now are clearly under some stress due to rising interest rates.
As a relatively new investor, I hoped that the CEO would have a couple of more years in the tank to realize the full value.
Fantastic post (as always). I also worry most about the timing. Right now is not the optimal time to sell the asset. Infrastructure assets right now are clearly under some stress due to rising interest rates.
As a relatively new investor, I hoped that the CEO would have a couple of more years in the tank to realize the full value.
I really need to rethink my investment case here.