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1. alephn+(OP)[view] [source] 2025-08-24 00:33:52
Also, good question - because as your rightfully pointed out, IME - deep down, I don't think dividends align with a net corporate benefit.

I should probably do the math, but excuse is I'm a VC - it just doesn't make sense from a long term perspective as I pitch to LPs about my thesis.

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