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Non-Tech : CNTY
CNTY 1.9100.0%Oct 31 9:30 AM EST

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From: Harshu Vyas2/1/2024 7:18:11 AM
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CNTY coming up on my screeners - seems to be quite cheap on a private market value basis. Of course, it's cyclical and those 20y lease liabilities on the balance sheet seem to be concerning. That said, do I see gambling changing massively in the next 20y? Well, that's the primary risk. Will continue to mull over it.
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