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richardw
on April 28, 2021
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Trans-Pacific deteriorating, brace for shipping ‘t...
No doubt there are businesses that can make it work. But any constraints affect supply, pricing some business models out. When your whole business is set up to optimally create and ship plastic garden chairs, you’re probably in trouble.
tomcam
on April 28, 2021
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Very well put, of course. I try to avoid pure commodity plays in any businesses I get involved in.
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