Priority's massive gap between bid and intrinsic value
The bull case made for Priority Technology Holdings was that the current CEO-led bid is completely disconnected from intrinsic value, with a prospective takeout price potentially over 100% higher than the current stock price.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.