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by matthewmcg
925 days ago
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Great point on potentially overlapping board membership. More broadly, there's also a theory that growing common ownership by index funds and others with significant commercial real estate exposure is driving this pressure. |
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Now that the cards are laid out flat, in retrospect it's easier for everyone to see and discover that the productivity and value may have been stolen. I'd love to see some investigation into showing the potential connections more concretely.