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Sahil Bloom
@SahilBloom
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Nov 4, 2021
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Great thread!
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Nov 3, 2021
1/ Many areas of financial services have “stochastic margins” per widget, but hopefully (obviously!) positive margins for the whole batch of widgets sold - unlike most manufacturers, with fixed/declining COGS at scale. This means many things when you
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Alex Rampell
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https://www.upcarta.com/posts/10890
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