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Description: Is the era of capital market subsidies nearing an end? I’m not referring to governments bending over to investment firms (which happens too often), but investors subsidizing customers.


Date: Feb 04, 2022


Questions for discussion:

  • Summarize the key points made about how investors “subsidized” customers while the firm was scaling up.
  • Do you think this is a fair analysis or simply a description of a particular style of investing and building a firm?
  • What does this analysis say to both parties following this line of thinking?

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