E009: Mehtab Karta, META Cheat Codes, Financing, Panzerism, Covid, 13-week Cash Flow Model & More.
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The Problem With LBOs
The Instapot LBO was done at a time when, uh, when it was a different rate environment. And so I thought it was really about rates that did it for them and maybe a little bit from that bath and beyond. But there, the revenue contracted too for stuff. Yeah. So they will get paid before, you know, Facebook's of the world, Facebook's. Uh, yeah.
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