Epsilon sale closed, and they reiterated their guidance. Good timing with 3,5B incoming in if one likes the stock. I doubt this will do very well before we hit a recession and the wheels (hopefully) don't come off, but we'll see. It's probably insignificant, but I noticed they mention the money being used for buybacks and debt reduction (in that order). Will be interesting to see how much they retire. I would've hoped their earnings release wasn't already in two weeks (unless of course it craters again).