Share this postThursday Morning Note 5.5marlincapital.substack.comCopy linkFacebookEmailNoteOtherThursday Morning Note 5.5David MarlinMay 05, 2022∙ PaidShare this postThursday Morning Note 5.5marlincapital.substack.comCopy linkFacebookEmailNoteOtherShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign in