CUSPY - Laughing Water Capital - Countryside Partnerships: Pure Play Asset Light Model
- Countryside Partnerships is in the midst of transitioning from a model that was one part asset light and one part asset intensive, to a pure play asset light model.
- The company is primed to benefit from a favorable macro backdrop, and exciting opportunities to improve its business.
- There is a runway here for sustained outperformance over many years, but much of this long-term success may be pulled forward in the intermediate term as the company executes.
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Laughing Water Capital - Countryside Partnerships: Pure Play Asset Light Model