If I were an analyst and I saw the Duo buyout news - knowing a player in the industry saw its valuation double in less than a year: I would upgrade the sector to overweight. And then I would identify growing companies and initiate or reiterate buy ratings on them. Then again what do I know about how investment firms operate.
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My comments are only my opinion and are not to be used for investment advice. Please conduct your own due diligence before choosing to buy or sell any investment.