Curro Holdings : the unpublished note

Has the market sell-off of f Curro Holdings due to the PSG Group unbundling created and opportunity?

I wrote a piece on Curro Holdings the private education stock back in late-July but the article was never published for its intended recipients

What has unfolded with the PSG Group unbundling of its 64% stake in Curro (381 million shares) has gone as I anticipated.

I see an opportunity. Read the note and decide for yourself.

https://drive.google.com/file/d/1_eYeNQunn3iCe41ufuympHevyHs0Dlgl/view?usp=sharing