I think @theloft had some valid points, and I don't necessarily agree to them all, but at least it was constructive. It's hard to put a fair value onto this without dfs and ml to derisk (at least imo).
I'm happy for them to present the shorting case, and not just down ramp, at the end of the day we're all buyers or sellers. I am still dirty on how the cr was handled btw
