What You Missed in The Diff This Week
CEO skill, investors as art schools, African infrastructure, and incompetence
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One Company's Net Dollar Expansion Is Somebody Else's Lower Gross Margin
Read this article →Plus! PE can afford to be subpar, live data on the China lockdowns, and DTC metrics explained
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Private Equity and Software are Competing to Eat the World
Become a member to gain access →Plus! Gnomic VCs, AI companies as software-adjacent, Solomonic financial engineering, the subtleties of fees, and more...