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There are lots of good businesses that operate on thin margins. They're good businesses, which is why you can divest them to investors who want to run a good bu
by the_watcher 7y ago
There are lots of good businesses that operate on thin margins. They're good businesses, which is why you can divest them to investors who want to run a good business. What they're not are businesses that should trade at anything close to software revenue multiples.