Firehose #158: 🍰 Capital stack. 🍰

When Tailwinds Vanish

John Luttigluttig.substack.com
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Debt is Coming

Alex Dancoalexdanco.com
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Capital Intensity Isn't Bad

William Godfreynotboring.co
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The Impact of Debt

oaktreecapital.com
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On the Road to Recap: | Above the Crowd

Bill Gurleyabovethecrowd.com
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