Fabby does not own NextGen and does not plan to own NextGen because poor capital discipline combined with mania-phase valuation expansion creates a poor risk-adjusted return for her despite the asset quality.
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Speaker
Fabienne LerouxEvidence Quote
“I don't own it I've never actually owned xgen believe it or not and the more that I see coming out of you know the management team from a financial perspective the Le the less I want to own it”
Created: 8/12/2026, 10:11:11 PM
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