Alex Morris - TSOH Returns
The Business Brew
Taking a Private Equity Approach to Public Markets
I do think they have some very real problems there where if you look at the growth relative to retail sales, like, why does it lag so much? Why do sales per minute watched lag? But I'm not sure it's a leverage question. And to be clear, like some businesses, leverage or not, are just going to go through the life cycle. Like they're just going to die.
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