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Apr 23, 2025
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Adam Mead's avatar

I touched on the state of competition in my original analysis. I agree, MED may be the last one standing. A big question mark is what they do with the cash once they get clarity in operations. Hopefully return it to shareholders!

Lorenzo's avatar

Thanks for the update Adam. To give you some feedback, short notes, even if not perfect, are useful especially if they can open conversations among readers.

P.s. it would be nice to have an active group / chat, I've seen one in discord but it seemed inactive last time I checked :)