Jan. 2 at 2:41 PM
$TSLA Deep Value Report —
$CMTG 🧾🏢
This isn’t “cheap vs book.”
It’s a credit workout + balance-sheet repair where the market still prices a forced ending.
We rebuilt the book value step-down, mapped problem assets, and priced the equity in bear/base/bull — no hero assumptions.
If you like real underwriting (not vibes), don’t miss this. 🔍
HERE:https://cundilldeepvalue.substack.com/p/claros-mortgage-trust-nyse-cmtg-deep-ddd
$TRTX $STWD $WD
