Value Disconnect at Connect #CNCT

Value Disconnect at Connect #CNCT

The value destruction at Connect has been huge. But it's called "history" for a reason.

What matters is whether Connect is buyable right now.

I have three key tests in the current market: Survivability (will they run out of cash), Bounce-backability (will their markets return to pre-Covid levels relatively quickly) and is the share price unduly beaten up?

Let's see if Connect passes the tests.

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