A bit tired of hearing the same old story about great assets ......

A bit tired of hearing the same old story about great assets ... let's remember that these guys paid top dollar at the peak of the market ... furthermore their model relied on continuous revaluations to maintain the growth story ... great in a rising market but things have now turned and model in the current environment is pretty sus ... we should be talking about value and not assets ... value has now evaporated and that is why it is being hit and hit hard ...