Geoff Karren
@geoffreykarren
Long-short hedge fund CIO, Energy Group Capital, former PM at Passport Capital. Macro nerd. Energy enthusiast. Ex officio member of the commentariat. Texan. ✌🏼
1.3K Following 2.7K Followers
@TheValueist Two years ago $LITE would never have contemplated selling itself. But management knows, this is peak backlog and multiple. It close to it. Management knows, now is the time to hit the bid.
Ask yourself this, why would they sell if this were the 2nd or 3rd inning?
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