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Feb 21, 2023Liked by Miguel Armaza

Miguel, Thanks for the interesting podcast with Denise Thomas, CEO of ApplePie Capital. She's created very useful, solid business in supporting the debt needs of franchisees. Brilliant idea to nurture this important SME niche. Charge offs are historically low, and yields on the credit assets are attractive. I bet there are also attractive ancillary opportunities for ApplePie in the equipment lease financing and the creation of structured credit investment vehicles. Great session! Joe

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