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EP 31: Anonymous Fintwit Personality Compound248 Joins to Talk LP Allocation Strategy, the Yale Model, Spotify and Twitter

The Logan Bartlett Show

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The Value Per User Challenge Is Facing Headwinds, Right?

i think there is reason to believe that there's progress going to happen on all four of those fronts over the next five years. And so when you put them all together, it sort of leads to this accelerating improvement profile at the bottom line. But i will say like, if he had not shown up, i think the stock would have been crshed alongside snap and pinturest and meta. A little hard to knowause they're not telling you nearly as much due to the fact they're in the middle of the deal.

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