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John Pugh's avatar

A thoughtful essay on an under-discussed -domain of private equity.

Henry Sugar's avatar

In what way is GP Stakes an option here? Can you explain in layman’s terms how GP Stakes presents asymmetric payoffs?

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Feb 17, 2024
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Hunter's avatar

The mortgage parallel is dead-on, the market for mortgage securities is nearly totally divorced from the housing market, even more so with the distorting effects of a government guarantee.

https://www.lewisenterprises.blog/p/the-invention