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0 pointszhobbs11mo ago0 comments

Yeah this will likely lead to margin compression. The best companies will be fine though, as brand and existing distribution is a huge moat.

0 comments

“Best” is carrying a lot of wait. More accurate to say the monopolistic companies that engage in regulatory capture will be fine.

jrs23511mo ago

Empowering the current US President to demand more bribes.

j / k navigate · click thread line to collapse

“Best” is carrying a lot of wait. More accurate to say the monopolistic companies that engage in regulatory capture will be fine.

jrs23511mo ago

Empowering the current US President to demand more bribes.

j / k navigate · click thread line to collapse