I was talking to @NoonCapital and trying to poke holes in their model.
Their private credit allocation stood out.
I basically said: the onus is on you to prove this is safe.
I wasn’t sure they could.
But I came away more convinced than I expected 👇

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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