Remove Concentration Remove Financial Analysis Remove Restructuring Remove Valuation
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Transcript: Mathieu Chabran

Barry Ritholtz

And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. So as the market and the industry restructure, we’ll certainly be very opportunistic.