@TomSmith839@Blinklebloop@stoffl_k He just doesn’t want freeriders. Would you wanna give away a deepdive by pumping it 20% or would you want it paywalled and pumping it 20%?
@SFarringtonBKC@TraderNorway Can't see thru yr paywall but quick Q: $ABL looks great at first glance, but concerned re: unrealized policy vals & sudden drop in wtd avg disc rate (Q1'25: 18% vs prior 20%—drove ~$28M gains). Rel parties ~30% of rev too. Thoughts on sustainability?