3 points | by 1vuio0pswjnm7 10 hours ago ago
3 comments
CVC announced in January '26 to buy Marathon. It's quite possible Marathon doesn't want to take on any potential new risk before closing or that it was part of the DD discussions with CVC.
So it begins. Now the question is:
How many other asset management firms will also follow Marathon and avoid holding software stocks.
well he should short some then, should he not?
CVC announced in January '26 to buy Marathon. It's quite possible Marathon doesn't want to take on any potential new risk before closing or that it was part of the DD discussions with CVC.
So it begins. Now the question is:
How many other asset management firms will also follow Marathon and avoid holding software stocks.
well he should short some then, should he not?