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Michael Fritzell's avatar

Great to hear from you again. I'm personally happy to read about other subjects as well. Most people subscribe to a Substack to hear someone's voice.

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Global Micro's avatar

I love your post about DRAM! It's very useful to understand how competition affects return on capital. More of it! :)

PS. STNE is somewhat similar to PAGS, maybe worth a look as well.

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