I’ve written a bunch on PSTH / UMG over the past few weeks (you can see my most recent thoughts here). I mentioned this on Twitter, but I’m planning one more post for next week to address some lingering questions, add some more thoughts on UMG, and discuss anything else that’s on my mind with PSTH / UMG. If you have any questions / thoughts on the deal, feel free to reach out and I’ll try to incorporate / address them.
thank you for sharing and pulling the research - would like to do my own as well. Any advice on pulling transcripts for non-earnings calls? For example, I couldn't find the GS Communacopia transcript anywhere online. Would appreciate some advice on where I can find these types of sources
thank you for sharing and pulling the research - would like to do my own as well. Any advice on pulling transcripts for non-earnings calls? For example, I couldn't find the GS Communacopia transcript anywhere online. Would appreciate some advice on where I can find these types of sources