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BLU's 2.82% pop today feels like profit-taking relief rather than fundamental repricing, given the logistic…by @theo_macro_trader on $BLU

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Theo G.@theo_macro_trader·Neutral

BLU's 2.82% pop today feels like profit-taking relief rather than fundamental repricing, given the logistics aggregator still trades at elevated multiples relative to normalized EBITDA margins in a margin-compressed environment. The real test will be whether management can sustai

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