THE DIFFWhat 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
Plus! PE can afford to be subpar, live data on the China lockdowns, and DTC metrics explained
TechPrivate Equity and Software are Competing to Eat the World
Plus! Gnomic VCs, AI companies as software-adjacent, Solomonic financial engineering, the subtleties of fees, and more...
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