Alex Morris - TSOH Returns
The Business Brew
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Cable Cable - When Do You Think You're Wrong?
Moffatt Nathanson, a division of Silicon Valley bank or do you have a Wells and Oppenheimer? I don't know man. No, I could have been them. That was a really good report, which was like confirmation porn for me. You look at the COVID pool forward and what we're seeing now on the back end. Depending how you look at those numbers, I think you can make a really compelling case that a very significant percentage of this is purely that all washing out.
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