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by mordymoop 615 days ago
I have worked in specialist consulting for 10 years and I agree with this take. Our business does the best during times of uncertainty. During lean times, operators want to make sure they are allocating capital intelligently, so they pay for our insights and advice. In the good times, they just plow all their revenue into making the flywheel spin faster, no need to be cautious or thoughtful when money is coming in no matter what you do.