Greece: A blessing in disguise?
As the ECB and the Greek elections bring us closer to the decision of whether or not Greece stays on the Euro, I can't help but think about the potential for mispricings in the market - specifically among Greek companies. My theory: if you can find a company operating in Greece that generates steady cash flow and doesn't import/export, shouldn't they theoretically be unaffected by whether or not Greece drops the Euro? And if that is the case, I would imagine there is a possibility that this company could be significantly undervalued as a result of the overall fear in the Greek markets right now...?
Curious to hear your thoughts
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