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Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
SUMMARY
- Groupon is a lead generation tool for local service businesses that offers discounted deals.
- The speaker, from the hedge fund Windward, believes Groupon presents a highly asymmetric and convex investment opportunity with potential for a 5 to 1 risk-reward ratio.
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