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Tyler Henritze: Thematic Investing to Predict the Future
"World of DaaS"
The Clouds Have Cleared, and You're Not Going to Sell Now, Right?
If you own great real estate, resist that urge to sell the moment the cloud's clear. That's where you're tarting to see the double digit growth per year or something. I can guarantee you a very easy way to go bankrupt in the hotel business is to buy a four seasons asset and charge a hundred and 50 bucks a night. You'll have five star reveer and you'll have the happiest customers on planet earth.
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