Okay, Computer: AI Why: Conversations with Deirdre Bosa, Dan Teran and Rachael Nemeth
RiskReversal Pod
00:00
The Importance of Deep Industry Expertise in Investing
Dan Gilbert: I remember you and I talking a lot back then. It wasn't just a business opportunity. We've been investing in Rachel and are grateful that I've been working with her for a long time. From first principles, the insight that we were investing in never changed. And there was always companies that thrive that you don't expect. That is where good management really matters.
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