Alex Morris - TSOH Returns
The Business Brew
Is It a Sales Conversion Issue?
I don't know why I love that business so much, but it's my favorite business by far. Do you think in the case of curate and maybe charter as well, do you think the financial leverage has been pushed to too much of an extreme where it made them kind of susceptible to exogenous or industry trends? "That's just a reality of life"
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