There have been a lot of recent activity in the various UDF lawsuits. It's concerning that UDFI hasn't filed financials. But, the more I read, the more I think that it is a strategic decision related to the ongoing lawsuits. At least I'm hopeful of that.
UDFI is aggressively going after discovery with Bass. Makes me hopeful that UDFI both has a case that is winnable and also has real value in the portfolio.
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