
As Rates Reprice and Stocks Sell Off, What’s Next?
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The Idea of Increasing Corporate Margin
The idea of improving corporate margins is a singular focus for the portf stragedy team at golman right now. The idea for company managements in a decelerating economic growth environment is often challenging to have accelerating top line revenue growth. One way to achieve that would be to spin out a division, whether that is in the form of sale of a business to a special purpose acquisition corporation or sale to a private equity fund.
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