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DAT correto tomado por @RaoulGMI
errado: apostar cegamente em DATs
também errado: apostar cegamente contra DATs.
nem todos os DATs são criados iguais. seleção de equipe e ativos, qualidade do balanço e execução do playbook.
a Lei do Poder está chegando para DATs muito em breve.
20/08, 06:46
I think the entire DAT thing is going to come down to who has a bear market strategy to mitigate severe discount to mNAV and who doesn't. Those that don't will have forced liquidations. Those that have the right bear market strategy that allow for future compounding of NAV will survive and then thrive and should experience higher valuations.
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