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by ajross
15 days ago
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> So maybe long term this isn't a great business, but _right now_ Exactly! "Maybe not a long term great business" is exactly the opposite of what you want to buy in an IPO. This is a "private equity can squeeze out a ton of cash from this asset portfolio" situation, and very much not a "in a few years this will be a trillion dollar business competing with the biggest companies in the world" bet. |
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