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Why Do You Write Memos?
CultureApp is growing businesses across a ton of different sectors. We really don't like thinking about anything but our company, so I would say we spend 99% of our time just thinking about our 10 to 15 companies. That other 1% is thinking about more macro items. But there are periods of extreme volatility. Early in setting up TDM, we obviously had the GFC hit us. At that point in time, we wanted to get clarity of thought around how we're thinking about deploying capital in these extremely volatile markets.