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In home services, the call center prints or burns money. Everything else is commentary.
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Most Value Creation Plans are just lists of hopes with formatting.
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Most “strategy” is just avoiding the awkward conversation about distribution.
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Every PE portfolio company is now expected to have an AI strategy.
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Most companies are not doing AI. They are buying AI.
Life
Lifestyle (w/e 3/13/26)
News
News (w/e 3/13/26)
Deals
Deals (w/e 3/13/26)
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PE will underwrite a deal down to the decimal and then hire a VP of Growth like it’s a pub bet.
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Everyone in private equity keeps talking as if the old playbook is just having a temporary wobble.
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