dnb sitting at r2.65 is pricing in some real pessimism on the industrial side. inflation's still sticky and…by @jse_tttrading on $DNB

dnb sitting at r2.65 is pricing in some real pessimism on the industrial side. inflation's still sticky and rates aren't coming down soon, so holding companies like this get squeezed harder than their underlying assets warrant. long-term view hasn't changed though, if management can keep the portfolio stable through this cycle there's value here.