Why so many people confuse downramping with reality never ceases to amaze me. MKB is in a terrible, terrible position at the moment but yes the model has a lot of upside.... however the risk lies in MKB not being the ones to take advantage of it as they have blown it so far.
Anyone entering here is doing so fully knowing(I hope) they are taking on a 50/50 bet, and as such should appreciate hearing all sides of the argument.
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Why so many people confuse downramping with reality never ceases...
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