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BEARISHCore thesis · 5/5

Medallia equity wipeout signals PE overpayment risk

The discussion argued that Medallia's $5.1B equity wipeout, despite a capital structure that was not heavily levered, highlights the primary risk in 2021-era PE deals was overpaying for assets, not over-leveraging them.

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Medallia equity wipeout signals PE overpayment risk · Zortix