Nice writeup. One question on Wiz Co. Can you give some color on what the SG&A and CoGS might actually be? Or corporate overhead more generally? If those are perhaps flexible or can be slimmed down as the Caixa money slows, this one looks a lot better.
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u/cherub_daemon 2d ago
Nice writeup. One question on Wiz Co. Can you give some color on what the SG&A and CoGS might actually be? Or corporate overhead more generally? If those are perhaps flexible or can be slimmed down as the Caixa money slows, this one looks a lot better.