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Published: Jan. 17, 2018, 12:03 a.m.

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This week we talk about the HHI Index, the Consolidation Curve, and Disney.

We also discuss tax bills, the Panic of 1893, and rightsizing.

This is a public episode. If you\\u2019d like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe'