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no necesitamos más de 10 DATs para cada moneda
el mercado va a decidir qué equipos de gestión les gustan
la siguiente etapa de esto es que algunos de ellos comiencen a cotizar por debajo de mNAV y se produzca consolidación
20 ago, 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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